Disruption to the advice tech stack is happening at pace

From

Leading research firm Investment Trends has launched its 2020 Advice Technology Benchmark Report, which provides an in-depth review of developments in technology used by financial advisers to deliver advice, covering

continue reading

Funds are still learning to manage their digital member facing channels: Investment Trends Member Engagement Report

From

Leading research firm Investment Trends has released its latest Member Engagement Report – an in-depth survey of the engagement channels, activities, transaction and advice services provided by Australian superannuation funds

continue reading

Planners using an ecosystem of tech services for client engagement: 2016 Planning Software Benchmarking Report

From

Leading research firm Investment Trends has released its 2016 Planning Software Benchmarking Report, an in-depth study of the comprehensive planning applications used by Australia’s financial planners. The report benchmarks the

continue reading

Key findings of the 2015 Investment Trends Planning Software Report

From

IRESS has continued to develop XPLAN into a unified wealth platform Decimal was awarded best superannuation scaled advice application The 2015 innovation award went to Infocus Platformplus for analytics using

continue reading

Super fund member engagement

From

Key findings of the Investment Trends 2015 Member Engagement Report: Supporting self-directed super account services is the future for superannuation fund engagement. Retirement is coming and funds are starting to

continue reading

2014 Planning Software Report released

From

Key findings of the 2014 Investment Trends Planning Software Benchmarking Report: IRESS’ XPLAN is the top rated Australian planning application for 2014 with AdviserNETgain the top rated hybrid planning/platform application

continue reading