Game-changing fin-tech Investfit uses predictive analytics to power financial advice and turbocharge retirement savings

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A new online application for financial planners and advisors has been launched into the Australian market, which can provide clients with a material uplift in retirement savings – potentially in the hundreds of thousands of dollars. Investfit uses sophisticated predictive analytics to maximise financial goals, such as retirement income, by simulating a person’s financial future […]

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Investment app Acorns can assist financial advisers grow business

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Investment start-up app Acorns is poised to tap a fresh growth market as financial advisers realise its potential as a sound business strategy that can contribute to the longevity of their businesses by reaching out to younger Australians. The App now has 220,000 sign-ups since its launch in 2016 (100,000 monthly active users), and according […]

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Robo-advice portfolios boosted by themes and factors, Quantifeed analysis shows

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Returns from the17matic robo-advice portfolios can be boosted by using quantitative screens, without increasing risk for investors, according to a new white paper by Quantifeed. The leading provider of B2B digital wealth management solutions in Asia Pacific, Quantifeed, today released the paper Designing thematic indices with a quantitative factor. It outlines an improved methodology for […]

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managedaccounts.com.au invests in platform upgrades to support advisers

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A new cloud-based solution announced yesterday by managedaccounts.com.au promises to transform the adviser and investor experience through a market leading intuitive front-end. ASX listed managed discretionary account (MDA) provider, managedaccounts.com.au is partnering with specialist FinTech firm CapitalRoad to implement a new solution for its user interface and middle office requirements to replace its in-house developed […]

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Fintech sector falling short on adviser-focused solutions

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To the frustration of many Australian financial advisers, the FinTech sector has not yet delivered effective tools for the financial planning industry. Most of the current activity in the sector is focused on offering solutions for individuals – and these offerings are struggling to convince consumers to pay directly for them. There is a clear unmet […]

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Why the automated advice industry can’t leave goals behind

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The rise of automated advice and new technology is changing the face of financial planning. It is offering low-cost advice to investors who previously couldn’t afford it and bolstering the advice of traditional planners with powerful new analytical tools. However, there’s a problem. Many automated advice providers are simply replicating the increasingly outdated traditional advice […]

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2017 Annual Global Perspectives

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Digital and demographic trends hold the promise of change for asset management firms and financial advisers. It’s an opportunity – after all, when things become complex, good management and advice are more valuable than ever. These trends are causing disruption and innovation across broad areas of politics, business and social interaction; they are not limited […]

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Saxo Capital Markets integrates its open source platform SaxoTraderGO with automated technical analysis from Autochartist

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Saxo Capital Markets, the online multi-asset trading and investment specialist, has announced the integration of its platform SaxoTraderGO with Autochartist to make automated technical analysis tools and live trade signals available to Saxo clients in Australia. Autochartist covers more than 50 currency pairs, including AUD/JPY, AUD/USD and AUD/NZD, 200 international stocks, the biggest indices, as well […]

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Suitebox in global expansion as businesses go online to meet

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Global software provider of digital workspace technology solutions SuiteBox predicts over 1,000 companies will be using its mobile meeting rooms by March 2017, opening up the provision of financial services globally, including in Africa, the United Kingdom, Australia and New Zealand which rely heavily on video conferencing to connect with the rest of the world. […]

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UK Fintech Invapay partner with Australian bank ANZ to deliver payment innovation to clients

UK based Invapay and ANZ (Australia and New Zealand Banking Group) announce that they are working together to deliver automated payments innovation to their business customers. ANZ’s vision to use technology and innovation to help solve the payment challenges faced by CFO’s has been realised by utilising Invapay’s cloud based automated payment platform. Invapay complements […]

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