Ignition Wealth’s XPLAN consultancy team offer Australian advice practices a full range of consultancy and customisation options, either under a bespoke arrangement or through our Managed Services packages, Core, Pro and Ignition Next. From September 1, the XPLAN Consultancy Team will also offer the Ignition Priority Assist Service. “If your practice is using XPLAN (and […]
continue readingMoneysoft has struck new deals to integrate its cashflow as a service solution with goals based advice software Investfit and software data connector Xeppo. The partnerships bring together powerful technology and the capability for financial services providers to offer customised solutions that meet the individual needs of their client base. Moneysoft founder and managing director, […]
continue reading
25
Aug
2017
Leading provider of B2B digital wealth management solutions Quantifeed has announced today the launch of its Belt and Road model portfolio. The portfolio aims to capture the growth opportunity of the multi-year Belt and Road Initiative (BRI) led by China to build a modern version of the ancient Silk Road. The 21st century form of […]
continue reading
22
Aug
2017
If you’re not making the most of your XPLAN you’re not alone. It’s Australia’s most popular financial planning software for a reason – but that doesn’t mean we all know how to get optimum value from it. Richard Liverpool, Head of Sales & Marketing from Ignition Wealth, offers some tips on avoiding common mistakes and […]
continue reading
21
Aug
2017
An all-pervasive feature of modern life is the speed of technological change, and of our collective capacity to adapt to the multiple impacts of change. It is natural to question the benefits: does the constant challenge to keep up and adapt simplify my life or make it ever more complex? Would a fully-automated advice capability […]
continue reading
11
Aug
2017
“It’s true that we have the largest retail platform globally, but it doesn’t necessarily mean that we are a retail company. Alibaba is a data company.” Jack Ma, Chairman and Founder, Alibaba. Data fuels Artificial Intelligence (AI), a thematic that Nick Griffin, CIO of Munro Partners and manager of GSFM’s Munro Global Growth Fund, believes […]
continue reading
01
Aug
2017
The pace and poignancy of change has certainly heightened in recent years; spurred on by increasingly innovative ways organisations are applying technology. “One of the biggest mistakes financial service organisations (both private and public) make in approaching digital disruption and transformation is that they focus too much on the technology and its capabilities, rather than […]
continue reading
01
Aug
2017
CEO Mark Fordree yesterday announced the launch of the Ignition Wealth SMSF Appropriateness tool, a software technology solution automating the administration of the SMSF appropriateness process. “This is a client-centric solution that ensures that investors considering establishing an SMSF are engaged, educated and empowered. It offers a low-cost easy to use solution.”, says Mark Fordree, CEO, […]
continue reading
19
Jul
2017
CashDeck has announced that it has signed an agreement with MyMoney to provide personal wealth management software and financial education to over 1000 of MyMoney’s clients. The partnership will help MyMoney’s clients better understand their spending habits, allowing them to know at any given time what their money is doing. Graham Chee, Founder and CEO of […]
continue reading
14
Jul
2017
Australian based financial services technology provider Midwinter has announced the upcoming launch of Kamino, a cyber security service for financial advisers and accountants. The offering will include vulnerability assessments, penetration testing and ongoing monitoring in order for accounting, advice practices and licensees to assess the strengths and weakness of their systems. Midwinter saw an opportunity […]
continue reading
11
Jul
2017
Earn CPD Points
CPD: How to turbo charge your XPLAN (and get ahead of the pack)If you’re not making the most of your XPLAN you’re not alone. It’s Australia’s most popular financial planning software for...
CPD: Artificial Intelligence is a Mega Trend, but who are the beneficiaries?“It’s true that we have the largest retail platform globally, but it doesn’t necessarily mean that we are a retail...
CPD: Information security in the advice industry - busting the many mythsFirewall? What firewall? Busting the myths of information security in the advice industry Don’t make the mistake of thinking that...
CPD: Breaking the barriers - how technology can solve the great Australian advice conundrumFor financial advisers intent on shaping quality practices that will help Australians build better financial futures, the rewards are many...
CPD: Which tech? How to navigate the advice software mazeHaving accepted the need for – and benefits of – embracing technology, the big question many advice firms are now...
0 comments