Australian based global fintech and Payments as a Service (PaaS) provider, Change Financial (Change), is the first non-bank payments specialist to launch a new payment API sandbox in New Zealand (NZ), providing fintechs, non-bank lenders and mutuals with exclusive access to this technology. This new payment API sandbox will allow fintechs to test their digital... Read more continue reading
07
Jul
2022
Specialist self-managed super fund (SMSF) administration and software provider SuperConcepts has announced the launch of a website chatbot function to enhance online support capabilities. The chatbot has been designed around common enquiries and will assist customers by automating conversations, evaluating their needs and directing them to the information they need efficiently. A direct messaging capability is... Read more continue reading
30
Jun
2022
Sydney-based Catalyst Advisers has chosen GBST as its technology partner to provide nine online calculators, powered by Equate. This adds another multi-award-winning advisory business to GBST’s growing Australian client base. Amid rising interest rates, customers of financial services providers are seeking instantaneous and usable information to allow them to weigh their borrowing options. Industry players... Read more continue reading
28
Jun
2022
The only way to address Australia’s advice gap and meet the challenges raised by the Quality of Advice Review Issues Paper is through greater use of technology in financial advice, says Craig Keary, CEO APAC from Ignition. “The Quality of Advice Review Issues Paper raises a number of ways to address the issues of the... Read more continue reading
21
Jun
2022
Financial advice technology firm Padua Solutions has launched a new robo advice generation tool for financial advisers, to help solve the four key challenges facing them – time taken to produce advice, cost of generating advice, quality of advice, and client engagement (leading to trusted advice). Padua co-founder Matthew Esler says the new ‘Padua DIY... Read more continue reading
17
Jun
2022
Digital toolkit Capitaliz, created by Succession Plus to help advisers deliver succession planning to SMEs, has been selected to participate in two high-profile NSW Government-funded export development programs, providing access to international markets and a source for future growth. The NSW Going Global Tech to Singapore and Fintech to the UK programs are run by... Read more continue reading
10
Jun
2022
Midwinter Financial Services Pty Ltd (Midwinter) and Count Financial Limited (Count) have announced a partnership that enables Count’s adviser network to leverage Midwinter’s leading financial advice software. The partnership provides greater flexibility and competitive IT ownership costs for Count practices through a choice of software provider as well as tailored settings and advice templates. Following... Read more continue reading
08
Jun
2022
The term general advice should be scrapped and more accurately labelled general information to strengthen consumer protections, minimise confusion and encourage greater exploration and investment in digital advice and information solutions, according to Fintech start-up, Scientiam. In a submission to Treasury’s Quality of Advice Review, Scientiam has called on the government to make it easier... Read more continue reading
03
Jun
2022
DASH continues to lead the way on next generation tech innovation for advice practices with the launch of Archer, a first of its kind goals-based advice cash flow modelling tool. Archer will enable financial advisers to optimise and calculate advice strategies with the ability to see how far off a client is to achieving their... Read more continue reading
27
May
2022
Lumiant, an advice and client engagement platform that empowers advisors to connect with families around their values and money goals to make better choices and live their best financial lives, has announced its launch in the United States. Lumiant currently serves nearly 4,000 families globally via its platform utilised by financial professionals, and is specifically... Read more continue reading
20
May
2022
Earn CPD Points
CPD: The important role of trust in ethics and financial adviceRecent research shows trust in financial advisers has risen in [...]
CPD: The challenges for global growth equitiesGlobal markets have entered a difficult period as fundamentals turn [...]
CPD: Retirement – Independent livingAs your clients get older, living independently in their own [...]
CPD: Risk advice - An 8-point guide to better field underwriting and better client outcomesField underwriting leads to better customer outcomes Field underwriting, in [...]
CPD: The importance of inflation regimes to asset allocation decisionsThis is the second of three articles aimed at providing [...]
0 comments