wealth management

Mar
22

Cashwerkz adds ADI and wealth management partners to its online cash investment marketplace & reaches new $2 billion funds milestone

Cashwerkz, the leading online platform in Australia uniquely designed for cash investing and wholly-owned by Trustees Australia Limited (ASX: TAU), has announced new ADI partners including Auswide Bank, Bank of us and new financial adviser partner, MartinCo Financial Advisers. These new partners join an online cash marketplace offering a range of cash investment solutions from […]

By Australian FinTech | FinTech
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Feb
28

Wealth managers deliver $90m for Aussie fintech

  Wealth management has been a key driver for an Australian financial services technology firm, which boosted group net profit after tax by 15 per cent over the six months to 31 December 2018. ASX-listed Bravura Solutions Limited increased group revenue by 24 per cent to $127.4 million over the half, while the company’s NPAT […]

By Reposted by Australian FinTech | FinTech . Investing
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Feb
25

IRESS CEO Andrew Walsh tips widespread automation of financial advice

Financial services software company IRESS is tipping a burgeoning role for the automation of financial advice in the aftermath of the Hayne royal commission as the sector looks to rebuild trust. The business, which is valued at $2.2 billion, ​provides a full suite of software services ranging from client relationship management to portfolio tracking for […]

By Reposted by Australian FinTech | FinTech . Investing
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Feb
25

Quantifeed opens office in Australia to meet growing demand for digital wealth advice; taps local tech talent

Quantifeed, Asia Pacific’s leading provider of digital wealth management solutions, has opened an office in Australia to strengthen its strategic relationships as demand for B2B digital advice solutions grows. Quantifeed’s new Sydney office – staffed with eight employees- will also enable the company to grow its technology offering by leveraging local software engineering talent. Lars […]

By Australian FinTech | FinTech
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Feb
12

Neobank partners with wealth platform

Volt Bank has formed a technology alliance with wealth management platform Spitfire to set a new standard for banking and wealth management integration. Under the new alliance Spitfire will manage the neobank Volt’s soon to be launched deposit products in an effort to cement its position as a ‘one stop shop’ for investors. Customers of the […]

By Reposted by Australian FinTech | Banking . FinTech
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Jan
15

Research shows that budgeting and cashflow management the top advice priority for younger Australians

Younger people overwhelmingly rank budgeting and cashflow management as the most valuable type of financial advice they can receive, according to a recent ING and Rice Warner survey of more than 1000 Australians. Gen Z (66 per cent), Gen Y (60 per cent) and Gen X (40 per cent) all cited budgeting and cashflow management […]

By Australian FinTech | FinTech
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Jan
11

IRESS tipped to win 80% of wealth management market

Morningstar has high hopes for listed technology provider IRESS and anticipates the group’s wealth management software business to increase its market share significantly, driven by strong demand for holisitc financial advice. In a research noted released this week, Morningstar analyst Gareth James notes that the share price of IRESS has fallen 21 per cent over […]

By Reposted by Australian FinTech | FinTech
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Nov
22

Competition in SMSF market tipped to turn as robots enter

A panel of financial experts have staked their bets on robo-advice as the future of SMSF investment. The panel, which was hosted by the SMSF Association and included representatives from the Australian Taxation Office, ASIC, Investment Trends, SuperConcepts and OpenInvest, emphasised the need for SMSF members to keep up with technological advancements in order to continue […]

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