Logo
  • Subscribe
  • Login
  • Industry
    • Profiles
  • On Practice
    • Marketing
    • Remuneration
    • Technology
  • Regulation
  • Advice
    • Aged Care
    • Estate Planning
    • Managed Accounts
    • Retirement
    • Risk
    • SMSF
    • Superannuation
    • Tax
  • Investment
  • Opinion
    • Analysis
    • Contributors
  • Industry Updates
  • Multimedia
    • Podcasts
    • Video
  • Events
    • Events Calendar
    • 2026
      • Advice Policy Summit
      • Licensee Summit
      • Researcher Forum
    • Past Events
Home>Tag: software

software

Sort content by
Technology

‘Not a want, it’s a must’: Automation should be at the heart of CRM choice

Chris DastoorSeptember 13, 2024
Industry Updates

Spark Financial partners with sustainable investment firms

Industry UpdatesSeptember 5, 2023
Industry Updates

OpenInvest partners with BGL for data integration

Industry UpdatesAugust 31, 2023
Industry Updates

State Super selects Premialab for portfolio management & risk solutions

Industry UpdatesAugust 29, 2023
Industry Updates

Iress tech to fuel merger

Industry UpdatesAugust 28, 2023
Industry Updates

CQU students complete Term 1 with Midwinter software

Industry UpdatesJuly 18, 2023
Technology

IOOF goes the stack route, wary of ‘stretching’ advice tech

Tahn SharpeApril 8, 2021
Industry

Planning software a key way to boost advisers’ client facing time

Glenn FreemanMarch 4, 2015
Magazine

The view from the top

Mark StorySeptember 8, 2011
Industry

Changing times test technology

Simon HoyleJuly 1, 2011

Media

Podcast

Managed Accounts Decoded: The rise, risks and regulation

Podcast

Iran, Trump and geopolitical risk in the AI age

Podcast

The value of keeping an adviser voice in policy conversations

Subscribe now to

logo
ii



    Our partners

    Professional Planner

    Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.

    We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

    • Advertise With Us
    • Get in touch
    • Cookie Policy
    • Contributors
    • Conexus Financial
    Privacy Policy | Terms of Service | Cookie Policy | AI Editorial Policy
    Share This Article

    Login

    Create an account for a more personalised experience. You'll be able to save content to a reading list for later, update your interests so we understand what content and events you'll love, and update your preferences and contact information.

    Login via LinkedIn

    Use your LinkedIn account to accelerate the process. We'll source your details from your LinkedIn profile.

    Login with account details

    Alternatively you can manually enter your details.

    Lost Password?

    Forgot your account name or password?Click here

    No account?Register here