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 readingCashDeck 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 […]
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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 […]
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11
Jul
2017
Leading provider of B2B digital wealth management solutions in Asia Pacific, Quantifeed, yesterday launched a model portfolio to capture the opportunities of the growing global industry of self-driving cars. Quantifeed’s model portfolio includes a selection of companies leading the development of self-driving cars, including technology providers and vehicle part suppliers. “We’ve carefully selected companies who are […]
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11
Jul
2017
Moneysoft will provide its digital money management solution to Fortnum Financial Advisers under a new partnership set to boost client engagement and provide greater insights across the advice process. Fortnum will provide the co-branded Moneysoft tool to advisers across its full network, enabling them to empower clients and bolster their financial wellbeing. Fortnum’s Practice Technology […]
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05
Jul
2017
Credit insurance provider Atradius has announced the launch of its new digital platform called Atrium, an innovative tool which provides customers and distribution partners with real-time data to better understand buyers, credit limits, and how much risk a company poses. The platform is designed to drastically improve the user experience, including time efficiency for policy […]
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27
Jun
2017
Global Credit Investments (GCI) has successfully completed the latest round of financing of OnDeck Australia’s small business loan book by raising $22.5m from Australian high-net worth individuals and family offices. GCI is an Australian-based specialist fixed income and credit investment manager founded by established investors Steven Sher and Gavin Solsky. The financing has been completed […]
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22
Jun
2017
With their demonstrated commitment to innovation in the financial advice space, Infocus has recently updated its holistic finance practice management software Platformplus with digital signature technology. Following a consultation with Infocus Group Financial Advisers, clients can now download and review advice online, then sign off via their mobile device. This technology is the latest addition […]
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21
Jun
2017
Firewall? What firewall? Busting the myths of information security in the advice industry Don’t make the mistake of thinking that the security of your data and tech is a matter for the tech heads. Because it’s not. True information security can only be achieved if everyone in your organisation is involved. Here are some tips […]
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19
Jun
2017
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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...
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