financial planning

May
23

InvestmentLink offers data feeds to support goal-oriented client outcomes

InvestmentLink, Australia’s largest financial data source, has integrated its comprehensive investment data feeds into a personal wealth management platform designed to support advisers in delivering clients’ goal-oriented outcomes. The cloud-based platform, CashDeck, is designed for accountants, financial planners, mortgage brokers, tax agents and budget specialists, and hosts a suite of data feeds and other engagement […]

By Australian FinTech | FinTech . Investing
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May
23

Australians quick to embrace fintech financial solutions

One third of Australians believe they’ll use a tech company for the majority of their financial needs within five years. While many people around the world feel they need to stick with their bank, out of a sense of loyalty, or simply because they’re unaware of their options, this isn’t the case in Australia. Australians […]

By Reposted by Australian FinTech | Banking . FinTech
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May
23

How a spreadsheet born in a Sydney living room became a fintech with 300,000 users

It was only in 2012 that Pocketbook founders Bosco Tan and Alvin Singh had enough of not knowing where their money was going, and decided they could only fix the problem themselves. “Pocketbook started out as a spreadsheet,” Singh told Business Insider. “I was trying to make my money go further — and not knowing […]

By Reposted by Australian FinTech | FinTech . Investing
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May
22

Ignition Wealth announces digital advice solution for users of BT Panorama

Ignition Wealth has announced that its digital advice solution will be available to investors, advisers and accountants using BT Panorama.   “We are delighted to be working with BT to deliver a truly customer-first solution to their accountants, advisers and investors. For accountants the move provides a post-FOFA solution that allows them to source advice […]

By Australian FinTech | FinTech . Robo-Advice
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May
19

Stockspot CEO Chris Brycki says advisers will become financial ‘curators’

The financial adviser of the future will be a “curator of digital services”, with no alignment to any particular bank or wealth manager, says Chris Brycki, the founder of a disruptive robo-adviser that gives investors access to low-cost exchange traded funds. Financial Review Rich Lister Graham Tuckwell led a $3 million capital raising for Stockspot […]

By Reposted by Australian FinTech | Investing . Robo-Advice
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May
12

Class partners with robo-advice provider

Class has teamed up with an SMSF advice provider, allowing accountants administering SMSFs to offer financial advice services to clients without the need for an AFSL. The partnership with Plenty Plus, which operates under its own AFSL, allows accountants to generate advice without the need for their own license. Advice fees will also be calculated […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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May
09

Financial advisers should consider bitcoin as an asset class

There is no better way to understand blockchain technology than to invest in bitcoins, a digital currency that has outperformed traditional currencies in recent years, according to an industry expert. This week the cryptocurrency broke record-highs when it started trading above USD$1680 against the US dollar. As at May this year, the total market cap […]

By Reposted by Australian FinTech | Bitcoin . Blockchain . FinTech . Investing
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May
03

Acorns’ machine-learning feature to help millennials save money

Micro-investing app, Acorns, today launched ‘My Finances’, a new feature for Australian customers that helps them better understand and control their spending habits.   My Finances uses machine-learning to discover individual’s spending patterns and provide personalised insights into savings opportunities. It allows consumers to get an overview of their spending habits and identifying areas of […]

By Australian FinTech | FinTech . Investing . Robo-Advice
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