Competition, regulation and fintech impacting practice profitability

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The latest knowITdigital/Business Health Future Ready VII report shows that financial planning practices have improved their revenue and profitability over the past two years, supported by an overall increase in the number of new clients at practice level, however there has been little improvement in areas such as client communication and succession planning. The Future

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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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knowIT Group acquires Strategy Steps

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With an increasing demand for aged care advice solutions, Louise Biti and Assyat David are pleased to announce the sale of Strategy Steps to knowIT group owned by Wayne Wilson, Wendy Tyberek and Andrew Roberts. This strategic sale allows Louise and Assyat to fully focus on expanding their Aged Care Steps business and will allow

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Rubik and Stargate’s COIN/SymmetryCRM interface allows collaboration between advisers and mortgage brokers

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Rubik Financial Limited last week announced a new interface that integrates its wealth planning software COIN with Stargate Technologies’ loan management tool, SymmetryCRM, used by over 2,500 Australian mortgage brokers. The interface will initially allow financial planners using COIN and mortgage brokers using Symmetry to push client information to each other’s respective platform. It will include

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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 software, last Friday announced it has entered into a term sheet with Revex Solutions Pty Ltd (Revex), containing an option for COIN to acquire Revex,

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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 and portfolio information on-the-road directly from COIN Software. Rubik Managing Director Wealth, Wayne Wilson, said COIN Rapid had been developed in response to market demand.

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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). The acquisition of Provisio, which is a market leader in the provision of scaled and online wealth advice software in the superannuation fund market, marks

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