BT Financial Group platforms minimising EOFY adviser burden

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BT Financial Group continues to honour its commitment to minimise the administrative burden for advisers at tax time by delivering more resources and faster delivery of investor statements through its Asgard and BT Wrap platforms. Asgard and BT Wrap platforms have been building their EOFY solutions for advisers and in 2013 this has continued with […]

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Instreet backs social media with a new adviser focussed website

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Boutique structured products investment manager, Instreet Investment, has launched a new- look company website. The website is an upgraded version of its previous website, but with adviser focused content and social media functionality. It can be accessed at www.instreet.com.au. George Lucas, managing director, Instreet says: “The revised website has been developed based on feedback from advisers, […]

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HUB24 Platform selected for NTAA’s SMSF initiative

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Leading investment and superannuation platform provider, Investorfirst Ltd (ASX: INQ), is pleased to announce it has signed a Platform Distribution Agreement with InterPrac Ltd (InterPrac). The agreement will see the HUB24 platform delivered as a branded platform for use by accountants and practices that are members of the National Tax & Accountants Association (NTAA). Practices […]

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Implemented Portfolios launch tailored superannuation service with netwealth

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Implemented Portfolios has today announced the launch of their IMA superannuation service in partnership with specialist platform provider, netwealth. Under the new arrangement Implemented Portfolios will be offering a range of professionally managed portfolios, which utilise their trademark Dynamic Asset Allocation (“DAA”) approach, via their IMA service on netwealth’s Super Accelerator. Santi Burridge, Managing Director […]

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Rubik Financial enters into license arrangement with Revex Solutions

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Integrated commission and revenue management technology with COIN Software is intended to solve many FoFA headaches for advisors Rubik Financial Limited (Rubik), the ASX-listed global provider of financial technology and software, last Friday announced it has entered into a term sheet with Revex Solutions Pty Ltd (Revex), containing an option for COIN to acquire Revex, […]

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Professional investment services successfully implements xplan

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Professional Investment Services and IRESS have successfully implemented XPLAN as a white-label Future of Financial Advice (FOFA) compliant solution for the Professional Investment Services network. The Professional Investment Services – branded COMPASS platform delivers the breadth of functionality of XPLAN for advisers, with the backend support for Professional Investment Services to manage remuneration and effective […]

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How IT Technology is Changing the Financial and Insurance Industry in Australia

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IT Technology has changed and keeps changing many things about how we execute our jobs and business. It’s changed the way we find and are found by clients and the way we interact with them before, during and after a project. The following paragraphs will elaborate on how the Internet is changing the financial and […]

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Planners’ satisfaction with platforms reach a ten year high

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Satisfaction with platforms reached the highest level recorded in the ten years of this study’s history, surpassing the high that was achieved in 2012, according to a new report released last week from leading wealth researcher Investment Trends. In its tenth year, the May 2013 Planner Technology Report is an in-depth study of Australian financial […]

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Investment Trends 2013 Planner Technology Report

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Key findings of the Investment Trends 2013 Planner Technology Report: XPLAN continues to lead the planning software market with the largest number of adviser relationships Midwinter has the highest satisfaction amongst its users IRESS leads planning software market in number of adviser relationships IRESS’ XPLAN increased its lead in the software space following the migration […]

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Rubik launches iPad app for COIN

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Rubik Financial Limited, the ASX-listed global provider of financial technology and software, today announced the launch of its iPad app, COIN Rapid, which allows financial planners to access client details and portfolio information on-the-road directly from COIN Software. Rubik Managing Director Wealth, Wayne Wilson, said COIN Rapid had been developed in response to market demand. […]

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