Roar Software is revolutionising the experience of financial advice with the release of its industry-first advice viewing tool, allowing clients and advisers to view and interact with a Statement of Advice (SOA) or strategy document in a web-based environment. It allows clients to ask questions in real-time and an adviser to provide instantaneous feedback on […]
continue readingYTML 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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09
Oct
2018
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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15
Jun
2017
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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29
May
2017
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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11
May
2017
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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28
Feb
2017
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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10
Feb
2017
IT solution provider YTML has joined forces with business effectiveness expert BusinessBlades to form the YTML Group, providing mid-tier practices with a leading and innovative 360-degree business review and solution service. The rebranded YTML Group will now include YTML Consulting, YTML Solutions and BusinessBlades and provide complete solutions to advice practices looking to deliver a […]
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21
Nov
2016
YTML’s (Your Technology Made Lite) Highlighter product is bringing to life adviser’s in-house Excel solutions, giving advisers an accessible platform to enter the FinTech space. Previously regarded the domain of offshore web app developers, advisers can now partner with YTML’s Highlighter and using their own existing IP, bring their technology solutions to market. “Highlighter automates […]
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04
Nov
2016
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