CPD: The pandemic accelerant part II: Turbo-charging the digital economy

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New business formation has soared during the pandemic, even though it typically plummets during recessions. Similarly, we have witnessed a record number of unicorn births, especially in FinTech and Biotech. This article from global equity income specialists Epoch Investment Partners, discusses the investment opportunities the emergence of new digital platforms represents. COVID-19 has applied a... Read more continue reading

Asendium selected by My Dealer Services as preferred technology partner

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Financial advice disruptor Asendium has announced it has been added as a preferred technology partner by My Dealer Services, who provide services to more than 250 financial advisers. Asendium is transforming the way financial advisers deliver advice, through a dynamic platform that creates all required advice documents at the same time, through one instance of... Read more continue reading

Advice Revolution partners with Worksorted

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Advice Revolution and Worksorted have partnered to help advisers reduce cost to serve and improve their technology experience. The biggest problem for financial advice businesses is the cost to serve. The seamless integration between Advice Revolution and Worksorted takes 30-60mins off their advice process while providing more choice in how they design their own technology... Read more continue reading

Effi announces new partnership with global comparison site Finty

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Mortgage broking platform Effi has announced a partnership with comparison site Finty, which will enable brokers to reach more potential customers throughout Australia. Finty, formerly Credit Card Compare, is on a mission to make comparing complex financial products easier and more rewarding. Over 33,000 Australians have signed up to the globally established comparison website. Effi... Read more continue reading

New digital SOA solution makes advice Roar to life

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Financial planning technology company, Roar Software, has launched Australia’s first dynamic statement of advice (SOA) tool with a human avatar to help drive client engagement, amidst ongoing COVID-19 lockdowns and business disruption. The launch of DynamicDocs follows Roar signing an exclusive partnership with Australian customer engagement video software platform, HumanableCX, to leverage the group’s innovative... Read more continue reading

Harnessing AI for corporate engagement

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Systematic investor, Acadian Asset Management LLC, has developed an automated system to identify greenwashing in potential investment targets. Greenwashing occurs when organisations make unsubstantiated claims about their ethical and/or environmental practices. Acadian, a leader in global systematic investing with A$156 billion in assets under management as of June 30, 2021, harnesses artificial intelligence to better... Read more continue reading

Lumiant launches ‘Your Life’ that lets the client scope their success 

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Software supported advice platform, Lumiant, has launched its new ‘Your Life’ module. The new module enhances the Lumiant discovery process by identifying what success truly looks like for clients by aligning it with their values. Built for financial advisers by financial advisers, Lumiant is on a mission to radically transform how advice is delivered. Its... Read more continue reading

Midwinter inks new partnership with Moneysoft

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Midwinter Financial Services Pty Ltd (Midwinter) has announced an integration with Moneysoft, a provider of client engagement software for financial advisers, mortgage brokers and the financial services industry. Advisers using Midwinter’s AdviceOS and Moneysoft’s Fact Find solution can now seamlessly push and pull data between the two systems. The integration allows advisers to select which... Read more continue reading

WealthO2 launches app for clients

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WealthO2 has launched an app on both Apple and Android to provide advisers and their clients with more flexible and streamlined access to their investment information. Shannon Bernasconi, co-founder and managing director of WealthO2, said: “Advisers have been looking for smart phone access to their clients’ investments and super via an app, as a way of... Read more continue reading

ROAR Software acquires Archer to expand into financial modelling

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ROAR Software has expanded its digital solution footprint, acquiring Archer to provide financial advisers with a client engaging lifestyle goals and milestone planning application. Archer optimises the goals-based advice process, from the initial meeting visually transforming the clients agreed goals with the  financial adviser  to an executable plan. This creates a more immediate and satisfying... Read more continue reading