News : Platforms

Investments, Platforms, SMSF

BT to retain platform business

BT platform

Six months after it shuttered its SMSF administration service, BT has announced it has closed the sale process and will retain its Panorama investment platform.

read more
Investments, Platforms

New WA firm added to OpenInvest platform

OpenInvest

A new online investment solution will now be available on the OpenInvest platform, offering consumers access to four diversified portfolios.

read more
Platforms, SMSF, Superannuation

Super platform to launch adviser portal

Investment platform

Investment platform Superhero will launch a new portal allowing advisers to open superannuation and SMSF trading accounts for clients.

read more
financial advice, Platforms, Technology

Hub24 to acquire myprosperity

HUB24

Hub24 will acquire myprosperity in a deal that will expand its suite of brands and offerings for financial services practitioners.

read more
Administration, Platforms, SMSF

SuperMate pricing adjusted

SuperMate pricing

Users of SMSF administration platform SuperMate will now have the flexibility of a new pricing tier more appropriate to their requirements.

read more
financial advice, Platforms

Platform targets superannuation advice

Intelliflo advice platform

The Intelliflo advice platform has been specifically developed to aid practitioners in providing superannuation advice in the domestic market.

read more
Platforms

WealthO2 to aid SMSF client retention

Wealth02 SMSF client

Platform provider WealthO2 is developing functionality that should assist advisers to retain their SMSF clients.

read more
Documentation, Platforms

Class acquires documentation provider

Class documentation

Class has acquired a second compliant documentation provider as part of a plan to boost its presence in that market.

read more
Administration, Platforms

Lockdown has propelled technology change

lockdown technology SMSF Class

The COVID-19 lockdown and rush to work from home has pushed forward the use of technology in the SMSF sector by up to 10 years.

read more
Platforms

BT enhances SMSF reporting on Panorama

BT Panorama SMSF reporting

BT has made a number of changes to its flagship investment platform, Panorama, including an enhanced SMSF reporting dashboard.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.