News : Technology

Technology

FPA releases SOA video toolkit

FPA SOA video

The FPA has released a new toolkit for creating a video statement of advice as preparing paper documents can be too time consuming.

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Technology

Admin provider adds automated help function

SuperConcepts chatbot

SuperConcepts has added an automated tool to direct users of its website to relevant information based on a few questions.

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Technology

SuperMate update reflects regulatory changes

SuperMate update

SuperConcepts has release an update for its SuperMate software to reflect changes in regulation that take effect in the new financial year.

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Financial Planning, Technology

Padua releases robo-advice solution

Padua robo-advice

Following on from the appointment of two senior staffers, Padua has released a new time-saving robo-advice offering.

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Technology

Map out cybersecurity processes

SMSF cyber-security

SMSF advisers and trustees must be clear about what cybersecurity processes are in place and should not merely accept them on face value.

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Appointments, Technology

Padua expands tech, marketing capability

Advice software and services provider Padua Solutions has appointed a new technical and marketing manager as demand for its services grows.

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Administration, Technology

SuperMate attains milestone

supermate SMSF administration

The SuperMate administration software platform is now servicing 1500 SMSFs a few months after the launch of the latest version of the service.

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Investments, Technology

Lifespan introduces digital investment facility

Lifespan OpenInvest digital investing

Consumers who cannot afford financial advice have been provided with a digital investing platform to assist with their wealth-accumulation needs.

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Documentation, Technology

E-signature changes not yet practical

E-signature changes

Recent changes to allow electronic signing of trust deeds must be accompanied by similar changes to a wide range of SMSF documents to be useful.

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Technology

Technology expectation gap real

SMSF technology

SMSF administrators are expecting greater efficiency savings from the adoption of technology than they are currently experiencing.

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