News : Platforms

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.

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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.

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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.

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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.

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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.

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Investments, Platforms

Why managed account popularity is set to rise

use of managed accounts

Industry research has shown the popularity and use of managed accounts is set to rise, but significant additional education about these offerings is still required.

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Administration, Platforms

Praemium expands SMSF admin service

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Praemium has continued to build out its SMSF administration service, offering tax and audit reporting services to further benefit existing clients.

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Appointments, Platforms

Wealthtrac acquired by fintech firm

SMSF technology firm Wealthtrac has been acquired by Spitfire Corporation, which has expanded its leadership team by appointing two executives.

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Investments, Platforms

OpenInvest adds to board

Susan Allen is the latest appointment to OpenInvest’s board of directors.

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Investments, Platforms

Clime makes first retail play via OpenInvest

Clime Investment Management will enter the retail market for the first time by offering four funds through the OpenInvest platform.

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