YTML signs Merit Wealth and expands team

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YTML has signed national dealer group Merit Wealth to its Seido platform – a financial services app store which consolidates multiple systems and solutions into a single integrated platform and support document generation including Statements of Advice (SoAs). Merit Wealth (a part of Easton Investments Limited group along with GPS Wealth) is replacing its existing […]

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Your Money and Your Life Consumer Expo kicks off

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The inaugural Your Money and Your Life (YMYL) Expo, due to kick off on Friday November 9 at the International Convention Centre, Darling Harbour has come at a perfect time to help people through what is shaping up to be a tough financial stint. “It is a scary time for our economy, a rollercoaster share […]

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YTML opens Seido Financial Advice App Store at the AFA Conference

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YTML will officially open the Seido Financial Advice App Store at the Association of Financial Advisers (AFA) Conference on the Gold Coast this week. YTML CEO, Kevin Liao said Seido, which has already attracted various providers including SuiteBox,  AstuteWheel, Omnium, ChantWest and customised offers, enables Apps which have been designed for each stage of the […]

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YTML: ASIC’s example SoA ‘not balanced’

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Customer take up of life insurance advice could be adversely affected if Statements of Advice (SoA) for life insurance do not take a more balanced approach to the information they communicate. This is the feedback YTML General Manager Advice Delivery, Terri Ho submitted to the Australian Securities and Investments Commission (ASIC) on the example SOA […]

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YTML: More openness required to progress advice industry

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The advice industry will struggle to take the next major step in its evolution unless more innovative solutions are delivered to market. According to YTML CEO Kevin Liao, this will require technology providers to come together, collaborate and solve the operational frustrations that have characterised the advice industry for far too long. “Collaboration starts with […]

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YTML: Focus on what you can change

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Advice solution and tech provider YTML is calling on advisers to extract more value from their relationship with their software by working in partnership with it. YTML is software agnostic, working with a range of software providers so as to deliver the best solutions to the adviser or licencee. YTML CEO Kevin Liao said it […]

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YTML and Budget on same page

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YTML welcomes the announcements made overnight in the Federal Budget regarding the Government’s commitment to create an environment where fintech businesses can flourish in Australia. According to YTML CEO Kevin Liao, the backing by the Government to help position Australia as a world-leader in innovation and FinTech, reinforces its own philosophy to actively work and […]

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YTML recognised in Fintech Awards

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Technology and advice solutions provider, the YTML Group (YTML) has been recognized as market leaders by being named finalist in three categories – Software Innovator, Compliance Innovator and CEO Kevin Liao for Fintech Entrepreneur of the Year. Speaking at the awards ceremony on Friday night, held at the Ivy Ballroom in Sydney, Liao said being […]

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YTML makes senior hires

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Technology and advice solutions provider, the YTML Group (YTML) has made three senior hires in response to growing demand for its products and services and to facilitate further growth. Former Enzumo Head of Business Solutions, Francis Cheung, with over 20 years advice and technology experience, will head up YTML’s Advice Innovation and Solutions; former Enzumo […]

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YTML partners with Omnium

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YTML has partnered with risk technology specialist Omnium to deliver streamlined and efficient life insurance software to advisers. YTML will act as Omnium’s platform provider, servicing and supporting the insurance software and further expanding its strong supporter base of advisers. “We are delighted Omnium has chosen us as their platform provider,” said YTML COO, Piew […]

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