wealth management

Jul
22

AstuteWheel shines in 2020 Netwealth AdviceTech Report

AstuteWheel shines in the 2020 Netwealth AdviceTech Report and is now well-positioned for growth.

By Australian FinTech | FinTech . Investing
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Jul
22

Class completes Xplan integration to focus on automation for advisers and accountants

The Class data feed to Xplan provides an up-to-date view of client wealth across SMSF and non-SMSF entities for financial advisers and accountants.

By Australian FinTech | FinTech
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Jul
21

Australian FinTech company profile #96 – InvestSuite

InvestSuite provides best-in-class wealth management products to financial institutions faster and at a fraction of the cost versus building them in house.

By Australian FinTech | FinTech
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Jul
20

Quest Asset Partners selects Iress to automate and simplify portfolio management

Quest Asset Partners has selected Iress’ Portfolio System to support greater efficiency and transparency in its approach to portfolio management.

By Australian FinTech | FinTech . Investing
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Jul
15

Clients prefer online advice

Almost two-thirds of consumers favour online advice according to new research from KPMG who recently surveyed 1,500 consumers.

By Reposted by Australian FinTech | FinTech . Robo-Advice
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Jul
13

Nucleus Wealth navigates troubled waters to stay ahead of the pack

Nucleus Wealth has enjoyed a stellar 12 months to 30 June, 2020 with five of its six funds in positive territory, as revealed in the latest Morningstar data

By Australian FinTech | FinTech . Investing
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Jul
10

JBWere to continue using Praemium

JBWere has extended its agreement with Praemium to provide reporting and non-custodial administration for wealth management client portfolios.

By Reposted by Australian FinTech | FinTech
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Jul
09

Praemium’s takeover offer recommended by Powerwrap board

ASX-listed fintech Praemium today announced the launch of a $55.6 million cash-and-scrip takeover offer for Australian wealth management platform Powerwrap.

By Australian FinTech | ASX . FinTech . Investing
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