Businesses are struggling with the burden of fulfilling ASIC’s ‘know your client’ obligations in situations where multiple clients simultaneously require advice. These requirements are taking up to 8 Weeks for 100 clients to move from one licensee to another. Advice Revolution is helping advice firms to retain more of these clients and simplify the onboarding... Read more continue reading
10
Dec
2021
Cyber risk ranks as the greatest threat to the global financial markets in 2022, with the COVID-19 pandemic and geopolitical tensions rounding out the top three threats overall, according to a new survey[1] published by The Depository Trust and Clearing Corporation (DTCC), the premier post-trade market infrastructure for the global financial services industry. More specifically, 24%... Read more continue reading
10
Dec
2021
Heffron’s Super Toolkit now includes BGL integration and multiple subscription levels. Drawing on our extensive technical knowledge and understanding of SMSFs, Heffron is creating tools for SMSF professionals which contain unique features to guide users through the process of creating fully compliant SMSF documentation. As part of our latest release we have added a Professional... Read more continue reading
17
Nov
2021
Sharesight, a leading fintech platform and Stropro are pleased to announce the Stropro alternatives platform has been integrated with Sharesight to provide an elegant ‘whole-of-wealth’ reporting solution for users of both platforms. This integration will enable Stropro clients to access the portfolio tracking and tax reporting offered by Sharesight. Investors using Sharesight will also be able to... Read more continue reading
12
Nov
2021
The Australian arm of global foreign exchange (FX) and trade finance fintech Ebury has signalled its intention to boost services for the FX and hedging needs of Australian funds and financial institutions with a senior hire. Ebury Australia has appointed James Swerling as Senior Dealer, Funds and Institutional Sales, and tasked him with spearheading efforts to significantly... Read more continue reading
04
Nov
2021
Financial planning technology companies, iFactFind and Worksorted have entered a strategic partnership to integrate iFactFind’s digital fact find solution and Worksorted’s CRM system to facilitate the transfer of client data and drive efficiencies in advice practices. The integration provides one of the first two-way synchronisations of client data. It is estimated that the integration could... Read more continue reading
26
Oct
2021
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
05
Oct
2021
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
21
Sep
2021
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
17
Aug
2021
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
17
Aug
2021
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