knowITdigital teams up with Monarch Institute offers Diploma of Financial Planning for wealthdigital users

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knowITdigital has entered into a joint venture (JV) with Monarch Institute to provide vocational education and training (VET) for wealthdigital users to study Diploma of Financial Planning and Advanced Diploma of Financial Planning. wealthdigital (powered by DeskCaddie) is a technical library, a compliance tool and a business-building opportunity that is accessed by more than 4,000

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knowIT Group rebrands Strategy Steps’ Desk Caddie as wealthdigital

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knowIT Group has rebranded Strategy Steps’ Desk Caddie as wealthdigital and enhanced and refreshed the website in order to deliver better work solutions for advisers. “The new features will help improve practice efficiency and help achieve compliance with regulatory requirements. wealthdigital provides an essential integrated business solution that’s easier for advisers to use, allowing them

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knowIT Group continues to grow

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Specialist financial services software company knowIT Group has expanded its team to 10 with four appointments. Wayne Wilson, CEO of knowIT Group, said the appointments enhance the technical and legislative knowledge, analysis and support that the business offers financial advisers through its Desk Caddie online tool. “One of our primary focuses since taking over Desk

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knowIT Group makes three appointments to redevelop the relevance and reach of Desk Caddie

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knowIT Group has created three new roles to enhance its technical expertise and content production and management capabilities following the acquisition of Strategy Steps in October. It brings the team to seven. Tony Negline has been appointed technical editor, Kevin Conlon has been appointed to head the CPD program and Jacquie Hayes has been appointed

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