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Wealth

Shared from www.investordaily.com.au

The Commonwealth Bank of Australia has announced it will roll out IRESS's wealth technology platform Xplan to all CBA advice licensees.

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Shared from www.ifa.com.au

The majority of financial advisers believe robo-advice represents a chance to tap into younger and lower-net-worth clients.

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Shared from www.investordaily.com.au

Platform provider Praemium has acquired UK-based financial planning software provider Plum Software.

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Shared from www.ifa.com.au

Research house Investment Trends has found licensees are investing heavily into their planning software in order for advisers to better meet the requirements of FOFA.

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Shared from www.investordaily.com.au

IRESS’s Xplan and Rubik's Coin have been named as the top two financial planning software applications.

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