In its quest to further leverage technology for the benefit of its advisers, Synchron has unveiled a second smart phone app. Called the Synchron Prof Development app, it follows on the heels of the Synchron Conference app launched last year. Similar to the Conference app, the PD day app allows advisers to view and register […]
continue readingInstitutional investors worldwide expect that new technology tools will significantly reshape the investment industry landscape by 2025, but a large proportion are yet to test the water with emerging technologies, according to the latest Fidelity® Global Institutional Investor Survey. The survey, which is the largest of its kind with responses from 905 institutions in 25 […]
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15
Oct
2018
YTML will officially open the Seido Financial Advice App Store at the Association of Financial Advisers (AFA) Conference on the Gold Coast this week. YTML CEO, Kevin Liao said Seido, which has already attracted various providers including SuiteBox, AstuteWheel, Omnium, ChantWest and customised offers, enables Apps which have been designed for each stage of the […]
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09
Oct
2018
Understanding some of the basic principles of behavioural science can help financial advisers to design better “advice experiences” for their clients. An experience that’s centred around a client’s goal achievement, according to a new white paper from Advice Intelligence (a.i.). a.i.’s online goals-based advice (GBA) white paper aims to highlight the importance and benefits of […]
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08
Oct
2018
Zurich has announced the launch of its ‘next generation’ adviser portal, incorporating a new online platform for life insurance quotes and applications. Developed in conjunction with Omnium, UnderwriteMe and User Experience specialists Jade Software, the Zurich Adviser Portal also incorporates client management functionality and utilises the UnderwriteMe rules engine to significantly increase straight-through-processing rates. An […]
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05
Oct
2018
Raiz Invest Limited, the mobile-first micro-investing platform, has launched a chatbot to improve the user experience. Customers can ask Ashlee specific questions about their account or the financial markets and get general customer support. Much like a personal fitness coach, the aim is to help Australians have a healthier relationship with their finances. With an […]
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21
Sep
2018
BetaShares, a leading Australian ETF manager, has announced the launch of the BetaShares Global Robotics and Artificial Intelligence ETF (ASX Code: RBTZ) on the ASX. RBTZ provides access to the disruptive Robotics and Artificial Intelligence (“A.I.”) sectors through exposure to a portfolio of global companies involved in production or use of Robotics and Artificial Intelligence products and […]
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19
Sep
2018
Advice Intelligence (a.i.) has launched Version 1.0 of it’s software platform to financial advisers across Australia. This launch marks the start of a ‘new world’ financial planning movement that will be crucial for the future success of the advice industry. The new technology enables advisers and their clients to co-create the advice journey together. The […]
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05
Sep
2018
Digital wealth provider InvestSMART, has called on the finance industry to stop confusing Australians with unnecessary jargon and to keep things simple. InvestSMART has this week launched an enhanced offer and new-look brand as part of its mission to provide all Australians with access to the advice, tools and investment products they need and want. The […]
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04
Sep
2018
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