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Wealth

Lachlan Maddock

Investment platform forces such as Netwealth as well as legacy providers including IOOF could be vulnerable to new players charging lower admin fees, a UBS analyst has said.

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Sarah Simpkins

Cashwerkz has integrated its investment platform with Complii FinTech Solutions, providing a centralised framework to manage adviser and stockbroker compliance obligations.

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Sarah Simpkins

Digital wealth management solution provider Quantifeed has co-developed a robo-investment service with China CITIC Bank International.

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Sarah Simpkins

Banking software multinational Temenos has appointed a former Microsoft digital strategy director to be its new managing director for Australia, New Zealand and the Pacific Islands.

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Adrian Flores

Data-driven presentation platform Salespreso has leveraged an integration with Iress’ Xplan platform to launch a new solution aiming to automate compliance in the financial advice sector.

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