Quantifeed launches Belt and Road model portfolio

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Leading provider of B2B digital wealth management solutions Quantifeed has announced today the launch of its Belt and Road model portfolio. The portfolio aims to capture the growth opportunity of the multi-year Belt and Road Initiative (BRI) led by China to build a modern version of the ancient Silk Road. The 21st century form of […]

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How to turbo charge your XPLAN (and get ahead of the pack)

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If you’re not making the most of your XPLAN you’re not alone. It’s Australia’s most popular financial planning software for a reason – but that doesn’t mean we all know how to get optimum value from it. Richard Liverpool, Head of Sales & Marketing from Ignition Wealth, offers some tips on avoiding common mistakes and […]

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Fear and loathing from Silicon Valley

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An all-pervasive feature of modern life is the speed of technological change, and of our collective capacity to adapt to the multiple impacts of change. It is natural to question the benefits: does the constant challenge to keep up and adapt simplify my life or make it ever more complex? Would a fully-automated advice capability […]

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Artificial Intelligence is a Mega Trend, but who are the beneficiaries?

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“It’s true that we have the largest retail platform globally, but it doesn’t necessarily mean that we are a retail company. Alibaba is a data company.” Jack Ma, Chairman and Founder, Alibaba. Data fuels Artificial Intelligence (AI), a thematic that Nick Griffin, CIO of Munro Partners and manager of GSFM’s Munro Global Growth Fund, believes […]

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Digital disruption: technology just small part of greater transformational need

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The pace and poignancy of change has certainly heightened in recent years; spurred on by increasingly innovative ways organisations are applying technology. “One of the biggest mistakes financial service organisations (both private and public) make in approaching digital disruption and transformation is that they focus too much on the technology and its capabilities, rather than […]

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Ignition Wealth launches low cost high compliance SMSF appropriateness tool

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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, […]

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CashDeck and MyMoney partner to educate on wealth management

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CashDeck 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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Midwinter launches Kamino – cyber security service for advisers and accountants

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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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Quantifeed launches self-driving cars model portfolio for digital wealth managers

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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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Fortnum partners with Moneysoft

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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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