AnnouncementsProduct UpdatesTechnology Introducing TIQK AI: The power to adapt to your standards Our clients know that out-of-the-box TIQK reviews the essential legislative, regulatory, and best practice risk…Lane Cipriani17 June 2021
AnnouncementsProduct Updates Ongoing advice hygiene is key to good standards during COVID-19 A time of crisis for clients; an opportunity for Advisers to demonstrate their value in…Robert Reid18 June 2020
AnnouncementsProduct Updates Highlighting signals in the noise We're making it easier for risk and compliance teams to focus on what's most important…Robert Reid25 February 2020
AnnouncementsProduct Updates Not the result you were expecting? We're making it simpler for financial advisers and compliance teams to collaborate during a file…Lane Cipriani3 February 2020
AnnouncementsTechnology Is this the antidote to audit anxiety? Historical Adviser behaviours are being reshaped by the regulator on the back of Report 515…Paul Carey18 September 2019
AnnouncementsNewsProduct UpdatesTechnology Enhancing Statement of Advice audits with Iress Xplan data Today we're introducing an integration with Iress Xplan that makes it simpler for financial services…Lane Cipriani26 August 2019
AnnouncementsOpinion New wave of advisers leading the way with innovation in Financial Advice With a growing number of younger, university-educated financial advisers entering the market, the technology landscape…Paul Carey8 August 2019
AnnouncementsOpinion Will your technology monitor FASEA conduct? In January 2020, the financial advice industry enters a new phase in its life cycle…Paul Carey8 May 2019
AnnouncementsOpinion Are you effectively monitoring your advisers at a practice level? Recently we presented at a customer’s National professional development roadshow - a great opportunity to talk…Paul Carey29 March 2019
Opinion Shiny toys you can’t play with As a technology company you often meet prospects who are interested in the next “shiny…Lane Cipriani13 February 2019