Asgard releases details on Infinity eWRAP

From

Asgard has released further details of its new Infinity platform ahead of a major national roadshow in five Australian cities.  The roadshow, to be attended by more than 1,000 advisers, will feature adventurer Bear Grylls – star of television series Man vs. Wild – as guest speaker. In the next two weeks the roadshow will […]

continue reading

Advisers choosing great compliance security and SOA speed

From

Australian financial advisers are increasingly measuring practice success by the robustness of their compliance checks and balances, not just the speed by which they are able to generate a client’s Statement of Advice (SOA).  This is one of the key trends that financial software innovator Decimal says highlights the immediate challenges for financial advice technology […]

continue reading

Australian banks offered efficient, inexpensive online payments alternative

An Australian-built and developed payments technology is available – at a fraction of the sunk development costs of MAMBO – that delivers an innovative and immediate solution to the current gaps in the banking sector’s online transaction services. The underlying Payment Adviser technology has been singled out by multinational banks, wire service  and ACH payments […]

continue reading

CMC Markets leads CFD evolution with new platform

From

CMC Markets is raising the bar for Australian CFD providers with the launch of its CMC Tracker platform for Australian investors. The result of A$156m of investment over two years, this new platform has been built in response to customer, industry and regulatory feedback that retail investors must be empowered and confident to trade the […]

continue reading

BT Wrap launches market leading tax and trading tools

From

BT Wrap launches market leading tax and trading tools The changes include powerful new tax tools that could mean a better after-tax investment return for clients on particular transactions and new trading enhancements that reduce the time spent on portfolio management, client reviews and rebalances. Head of BT Wrap, Chris Freeman, said the changes were […]

continue reading

Asgard supports advisers with new features for eWRAP platform

From

Asgard has released an extensive range of new features for its eWRAP platform designed to drive greater productivity and profitability by helping advisers to deliver more customised advice for more clients in less time. The enhancements include simplified share and managed funds trading, significant enhancements to template (model portfolio) functionality and online corporate actions for […]

continue reading

AdviserNETgain launches major integration with BT Wrap

From

Online financial planning solution AdviserNETgain has released an in-depth integration with investment platform BT Wrap. The integration delivers a more seamless service to advisers and will increase their productivity. AdviserNETgain combines client, practice and advice management processes into one easy-to-use system that integrates advisers’ front and back office. The integration sees: Direct movement of data […]

continue reading

BT Wrap unveils online enhancements ahead of year-end

From

BT Wrap has launched a series of improvements to its platform as 30 June approaches, including changes to its comprehensive year-end microsite and a refreshed look and feel for its Wrap DeskTop. The changes signal the beginning of an even more intuitive and more user-friendly experience for all platform users. Head of BT Wrap, Chris […]

continue reading

AustralianSuper welcomes launch of MoneySmart.gov.au

From

Website will support consumers to make better financial decisions AustralianSuper today announced its support for ASIC’s new personal finance website MoneySmart, launched this afternoon by the Prime Minister, Julia Gillard. MoneySmart aims to help people make good financial decisions by providing free, independent and unbiased information, tools and motivation and is a key part of […]

continue reading

AvSuper sets new member service and engagement standards with end to end financial technology

From

Member centric online calculator raises the bar for super industry Boutique super fund AvSuper has unveiled a sophisticated online calculator that sets new standards in member service and engagement via an intuitive and richly functional online tool. In the first three days of release, more than 10% of the Fund’s members had immediately logged on […]

continue reading