Class has added a range of new property compliance features to its wealth accounting and SMSF administration platform.
Asset tokenisation could potentially unlock more than US$135 billion in savings for AMs, a new research paper reveals.
Certainty Advice Group (CAG) has unveiled details soon-to-be-launched app capable of assessing planners’ relationship-building skills.
Research and ratings house Morningstar believes Iress can maintain and perhaps grow its dominance in the advice software market.