robo advisors

Feb
21

Digital advice: from robo revolution to enterprise evolution

As digital financial advice gains ever-growing traction among superannuation providers, the hype around “robo-advice” gives way to enterprise-level requirements. Decimal Software CEO Nic Pollock says B2C wealth management and enterprise-grade digital financial advice serve very different needs, and customers. Federal Treasurer Scott Morrison recently told a G20 conference in Germany of his plans to encourage […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Feb
15

BetaSmartz automated investment launches in Asia

BetaSmartz, the B2B automated investment platform for all sizes of investors, from institutional to retail, today announced it had opened offices in Hong Kong. BetaSmartz offers ‘hybrid ‘ digital investment or ‘robo’ advice that combines automated and face-to-face financial advice. Newly appointed Managing Director Asia, Zak Allom, said this model had been well received since […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Feb
14

Ignition Wealth announces goals-based investing

Ignition Wealth CEO Mark Fordree today announced a groundbreaking development as Ignition Wealth becomes the first Australian ‘robo-adviser’ to offer goals-based investing. Ignition Wealth has appointed SiResearch to provide adaptive asset allocation built around goals which have a specific objective and timeframe. Traditional risk assessment has focussed on the investor’s long-term goals, often focussing simply […]

By Australian FinTech | FinTech . Investing . Robo-Advice
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Feb
06

Ignition Wealth announces new XPLAN consultancy division assisting advisers to prepare for robo-scale

Ignition Wealth CEO Mark Fordree today announced a new division of Ignition Wealth which will offer full XPLAN support and consulting to help advisers get the most out their XPLAN solutions and prepare to add ‘robo’ services to their businesses.   Ignition Wealth will deepen its existing digital advice integration with XPLAN, creating a seamless […]

By Australian FinTech | FinTech . Investing . Robo-Advice
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