Risk Product Update

Midwinter provides advisory software for students

CQUniversity and Midwinter have come together to offer financial planning software to university students completing financial planning units.

The software will be rolled out to those completing a bachelor of business, accounting or property studies, alongside anyone completing financial planning units.

intelliflo enters Australia with hybrid advice solution

Cloud-based advice technology platform intelliflo is now on Australian soil with a new Sydney office. After a successful trial period, the company has had a good response and decided to dive in.

The company offers a hybrid advice model, with automated advice alongside personal advice by a financial planner as needed. intelliflo was acquired by Invesco in 2018.

FYG Planners launches adviser software for client relationships

WealthEye CRM has been launched by FYG Planners to support client relationships with financial advisers. The software is built on the Dynamics 365 platform and works with advice, marketing and client service functions, with analytics and reporting.