Young advisers get on board the AstuteWheel

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While many young advisers are now degree-qualified, they are seeking more support in the use of soft skills to develop relationships with clients, according to Hans Egger, co-creator of the AstuteWheel. “There is a knowledge gap surrounding soft skills in young advisers as they complete their Paraplanning apprenticeship and seek to gain client-facing experience. These... Read more continue reading

AMP launches first whole of wealth App

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AMP has launched Australia’s first fully integrated ‘whole of wealth’ mobile app to drive customer engagement with their finances – as Newspoll research shows a quarter of working Australians know little or nothing about their superannuation investments. The AMP.Own Tomorrow app is the first in Australia where customers can access their banking, superannuation, insurance and... Read more continue reading

OneVue embraces new managed funds service

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The ASX’s new managed funds settlement service will transform the market as it will ultimately reduce administration costs and make it far easier for SMSF investors to participate directly in the managed funds space, according to OneVue. OneVue chief executive Connie Mckeage said OneVue, which specialises in providing digital SMSF solutions to a range of... Read more continue reading

Rubik and Stargate’s COIN/SymmetryCRM interface allows collaboration between advisers and mortgage brokers

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Rubik Financial Limited last week announced a new interface that integrates its wealth planning software COIN with Stargate Technologies’ loan management tool, SymmetryCRM, used by over 2,500 Australian mortgage brokers. The interface will initially allow financial planners using COIN and mortgage brokers using Symmetry to push client information to each other’s respective platform. It will include... Read more continue reading

ASX to launch a new managed funds settlement service

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ASX has received regulatory clearance to launch its new managed funds settlement solution – mFund Settlement Service. It will be launched in the first half of this calendar year following the completion of customer connectivity. mFund has been developed for investors, brokers and fund managers to improve the timeliness and reduce the costs associated with investing in... Read more continue reading

Zurich launches iPad communications mix simulator

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Zurich yesterday announced the launch of a communications mix simulator, designed to enable financial advisers to assess the effectiveness of their client communication strategy. Designed in partnership with the Beddoes Institute, the net reach simulator is an interactive iPad app which calculates the effectiveness of a communications mix based on the generational profile of an... Read more continue reading

Saxo Capital Markets launches new portal combining social features with trading platform


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A new online social trading community for serious investors, TradingFloor.com, was revealed in beta yesterday by Saxo Bank in Copenhagen. Saxo Capital Markets (Australia) Pty Ltd is a wholly owned subsidiary of Saxo Bank, and is also offering TradingFloor.com to its clients. The new portal enables traders around the world to share their trades with... Read more continue reading

AdviserLogic self sufficient in data feeds

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Financial planning software house AdviserLogic has announced that they now directly receive 26 investment data feeds covering over 200 platforms. Head of Product Development, Daniel Gara, says “Over the last couple of years, the AdviserLogic team has established direct relationships and worked diligently with the major platforms to ensure our users receive automatic daily data... Read more continue reading

CUA chooses Good Technology to secure company-owned and BYO mobile devices

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Australia’s largest customer-owned financial institution rolls out secure containerization solution with Good for Enterprise Good Technology™, the leader in secure mobility, today announced that CUA®, Australia’s largest customer-owned financial institution, has deployed Good for Enterprise® (GFE) to secure a fleet of approximately 400 company-owned and bring-your-own (BYO) smartphones and tablets. CUA chose Good Technology due to... Read more continue reading

AFEX revamps online global payment solution for simplicity and automation

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Enhancements to drive further growth for AFEX in Australia AFEX, one of the world’s largest and fastest growing non-bank providers of foreign payment solutions, has launched an enhanced version of AFEXDirect – its leading online global payment platform. The enhanced version incorporates client feedback to better integrate with enterprise software packages, a consolidated overview of... Read more continue reading