Praemium signs 5-year contract with CMC Markets

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Praemium has announced that it has signed a 5-year contract with CMC Markets Stockbroking Limited (CMC) to provide Tax Tools, Praemium’s advanced tax reporting solution. Praemium has been providing Tax Tools since 2008 to a key institutional client at a previous minimum contract value of $1 million per annum. Under the new Agreement, Praemium will […]

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Link and AustSafe Super introduce mobile app push notifications

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Link Group and AustSafe Super, one of the nation’s top performing super funds, has successfully completed a six-month pilot of push notification alerts via their AustSafe Super member mobile app to increase awareness around employer contributions and simplify the process for members to take their super with them when changing jobs. The pilot utilised in-built […]

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a.i. sees opportunity to break down financial advice barriers

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For the financial planning industry to evolve and rebuild trust with the consumer, it must first listen to what consumers want and then deconstruct the barriers that daunt the consumer in their advice journey, according to Advice Intelligence (a.i.). “Our aim is to transform financial advice into a language that a consumer speaks and a […]

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Australia’s best and brightest FinTech startups celebrated at the 2018 Finnies Awards

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The head of a trail-blazing energy financing startup – which last month secured $18.5 million in additional funding – has been named Australia’s outstanding FinTech leader of the year. Katherine McConnell, the founder and CEO of Brighte, received the honour at FinTech Australia’s Finnie awards. Presented by Jobs for NSW, the Finnies are Australia’s only […]

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BNY Mellon and Deutsche Bank launch chatbots to deliver faster status information flow

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BNY Mellon and Deutsche Bank have announced the integration of their chatbots built on the Symphony platform which will result in a more seamless flow of information for clients trading securities on the Hong Kong Stock Exchange. The chatbots will improve the workflow efficiency between both organizations and the client experience. Building on an award-winning […]

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International banking made easy with Citi’s new global currency account

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Citi Australia yesterday launched the Global Currency Account, an all-in-one global banking solution that combines the capabilities of a multi-currency bank account with that of a foreign currency debit card, giving convenience and control to the customer. Ideal for investors, business executives and frequent travellers, the Global Currency Account lets account holders consolidate their foreign […]

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ANZ’s OnePath launches trustee and member portals for group clients

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ANZ has launched two new digital tools that offer trustees and members the convenience of real-time digital access to a reliable and centralised source of claims information. Accessible via any digital device, RiskWorks Insurance Manager allows trustees to ‘self-serve’ and obtain member updates at any time, giving them greater control and delivering a faster and better customer […]

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My AMP app makes budgeting a breeze

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Australians wanting a clearer view of their spending and saving habits have a new digital ally, with the release of AMP’s Money Manager budgeting functionality in the My AMP app, available in both iPhone (iOS) and android devices. Money Manager allows customers to connect and view all financial accounts in the one place – including […]

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myprosperity and View Legal partner to offer automated estate planning services

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myprosperity, Australia’s leading personal wealth portal, is partnering with Australian estate planning firm, View Legal to provide free, standard wills. A personal wealth portal, myprosperity is a white-label desktop and mobile app that advisers and accountants can enable for their clients. The platform provides a consolidated, real-time view of a client’s entire financial world, thanks […]

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Ease of use powers Moneysoft Lite cash flow management tool to one in five Moneysoft subscriptions

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Time poor advisers and their clients have embraced the streamlined version of Moneysoft’s personal financial management tool, with Moneysoft Lite growing to 20% of active users in less than two years. One in five Moneysoft subscribers now uses Lite, which was launched in late-2016. It caters to advisers and other finance professionals who want a […]

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