New Zurich life insurance app to drive adviser efficiency and improved customer experience

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Zurich Financial Services Australia Limited (Zurich) yesterday announced the successor to its pioneering LifeXpress mobile app, with the launch of ZLife mobile, an app designed to provide advisers with easy, quick, secure access to clients’ life insurance information. Equipped with push notification capability, the ZLife mobile app will place detailed, up to date client information at […]

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Planners using an ecosystem of tech services for client engagement: 2016 Planning Software Benchmarking Report

Leading research firm Investment Trends has released its 2016 Planning Software Benchmarking Report, an in-depth study of the comprehensive planning applications used by Australia’s financial planners. The report benchmarks the key functionality of each application, and is a survey of the direction of application development for financial planners and licensees. IRESS’s XPLAN is the leading […]

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Moneysoft enters new partnership with Mortgage Choice

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Moneysoft’s advice technology will power a new Mortgage Choice Financial Planning tool aimed at bolstering clients’ money management skills and helping them reach their financial goals. Mortgage Choice Financial Planning will offer the tool under the name of MoneyTrack as a part of their cash flow coaching service. Tania Milnes, general manager of Mortgage Choice […]

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CPD: Breaking the barriers – how technology can solve the great Australian advice conundrum

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For financial advisers intent on shaping quality practices that will help Australians build better financial futures, the rewards are many and varied. So too are some of the issues and barriers. Likelihood is however, there’s one major issue that most independent advisers grapple with: how to ethically, legally and preferably, profitably, address the needs of […]

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End of the superannuation clearing house for SMEs?

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Australian superannuation funds and SME employers must move to embrace a digital, member direct model of contributions payment technology that is gathering pace alongside the 2017 introduction of the Reserve Bank of Australia’s New Payments Platform (NPP). “Clearing houses have traditionally played a significant role in the processing of superannuation contributions for Australia’s small-to-medium enterprises,” […]

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Adapting to the New World of Financial Advice

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Lonsec has introduced a new capability in its leading iRate platform that enables users to assess and target exposure to specific investment objectives. Integrating with iRate’s portfolio construction tool, this feature represents the next evolutionary step in financial product research, allowing users to tailor their research and investment solutions based on specific investment goals and […]

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Flexera Software and FS-ISAC jointly deliver software vulnerability intelligence to financial, legal services, utilities and oil & gas industries

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Flexera Software, the leading provider of Software Vulnerability Management solutions for application producers and enterprises, has announced a renewed agreement with the Financial Services Information Sharing and Analysis Center (FS-ISAC) to offer verified software vulnerability intelligence alerts to critical sector entities worldwide. Through this enhanced agreement, members supported by FS-ISAC receive continuous notifications and intelligence […]

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CPD: Which tech? How to navigate the advice software maze

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Having accepted the need for – and benefits of – embracing technology, the big question many advice firms are now asking is: which tech? Because it’s not all created equal. In this summary we suggest some steps to take and questions to ask when considering how to get the most from your advice technology. The […]

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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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