News : Platforms

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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Investments, Platforms

ASIC acts on AMPFP over managed account services

Shifts in the provision of managed accounts has resulted in additional licence conditions being imposed on AMP Financial Planning.

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Accounting, Compliance, Platforms

Advice firm offers licensees new compliance solution

A Victorian advice firm has teamed with a large-scale software developer to offer advice groups a new compliance system.

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Administration, Compliance, Platforms

Migration main focus for SuperConcepts

New SuperConcepts chief executive Adrian Urquhart has nominated service consolidation and growth as his key priorities.

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Education, Platforms, Superannuation

Hub24 unveils education service

Hub24 has announced the release of a managed portfolio education facility for financial advisers that will be available in different formats.

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Investments, Platforms

Capital-protected fund pitched at retirees

A Brisbane-based boutique manager has opened a new capital-protected equities fund pitched at the pre and post-retirement sector.

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Administration, Platforms

Class unveils integration with Macquarie Wrap

Class has integrated with Macquarie Wrap to deliver an automated solution for managed accounts data.

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Investments, Platforms

Macquarie joins OpenInvest platform

Macquarie Investment Management (MIM) has been added to the OpenInvest platform, joining six other investment managers on the fledgling service.

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