Latest - TECHNOLOGY

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  PlanPlus Global launches suitability platform

  3 October 2018

  Software producer PlanPlus Global has launched a suitability platform, providing advisers with a suitability score to ensure clients’ personal risk profiles map to their chosen portfolios. PlanPlus Global is the result of a decade-long collaboration between FinaMetrica Pty Ltd and PlanPlus Inc, which culminated in a merger in August 2017. Subscribers to the new...

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  i4C cashflow tool integrates with Intelliflo

  3 October 2018

  Cashflow modelling application i4C has launched its live integration with financial software specialist Intelliflo. Users of Intelliflo will have the ability to rollout cashflow modelling for their clients across one platform, with inputted data consistent across applications. The company said the software provides “a single unified application, designed to be used across all clients,...

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  Defaqto Engage now integrated with Intelliflo

  24 September 2018

  Financial information business Defaqto has upgraded integration of its financial planning software solution Engage with back office provider Intelliflo to improve accuracy for adviser firms. The latest update allows two-way integration for users of Engage Core with Intelliflo; bringing advisers’ customer data, fund and product data into Engage Core and then pushing their recommendations...

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  Cashcalc enables users to create own suite of tools

  4 September 2018

  Cashflow planning software provider CashCalc has launched a modularised approach to enable users to create their own suite of tools according to their needs. The decision to modularise means advisers can create a suite of financial planning tools ideal for them and only pay for what is in their package. The entire suite of...

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  Survey highlights top reasons for cash flow modelling software selection

  30 August 2018

  ‘Ease of use’ and the ‘quality of visual and graphical images’ are the two leading attributes advisers consider when choosing cash flow modelling software, according to research by Focus Solutions. The software provider said both factors scored 29% in a survey of seven adviser firms and networks representing over 11,000 advisers.  ‘Cost and integration...

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  New Transfer Tracking service to ‘do away’ with chasing progress by phone

  13 August 2018

  Origo has launched a Transfer Tracking service to monitor the progress of pension, GIA and ISA transfers, when being moved between providers and platforms. This, the Fintech company says, will enable advisers, paraplanners and administrators to see the exact progress of clients’ transfers online, “doing away” with the need for chase-up phone calls. The...

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  Pension Dashboard petition passes 126,000 signatures

  8 August 2018

  The petition launched by 38 Degrees in response to media reports that the Pensions Dashboard might not go ahead has passed 126,000 signatures – and continues to grow. This shows the depth of feeling and the support that the initiative has in the country, said Anthony Rafferty, managing director of Origo (pictured). “The benefits...

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  TISA launches initial phase of digital ID

  22 July 2018

  TISA has launched the initial phase of its industry project to develop a digital ID, designed to give consumers greater control and access over their money. The savings and investments membership organisation said the new project will revolutionise the way people manage their money and make it easier for them to save. The digital...

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