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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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 –... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

Rubik completes purchase of Provisio

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Rubik Financial Limited, the ASX-listed provider of financial technology and software to over 200 financial sector clients, today announced the completion of its purchase of Provisio Technologies Pty Ltd (Provisio).... Read more continue reading