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Saxo, Sharesight launch institutional reporting service

[ad_1] The service, integrated via an open API, will allow Saxo’s Australian clients to easily create aggregate trade reports. Through the solution, investors will be able to receive customized reports for both performance tracking and tax reporting purposes, including capital…

Technologies

Can AMP save financial advice?

[ad_1] When AMP announced its new advice strategy last month, including a significant cut in practice values, the news was met with anger and disappointment from a significant group of its advisers. But unlike its main banking rivals, the group…

Markets

Perpetual reports largest outflows in Q4

[ad_1] Perpetual reported outflows of $8.9 billion in the three months to June 30. In a quarterly update, the firm said total assets under management were $215 billion, up from $227 billion at the end of March. “This was primarily…

Technologies

FinPal announces merger and rebrand

[ad_1] Both FinPal and MiiiA provide technology solutions for financial services businesses that use Microsoft’s business applications and cloud platform, including Dynamics 365, Power BI, Azure and PowerApps. FinPal founder and CEO Stephen Handley said the two businesses share a…

Markets

What could a Harris presidency mean for markets?

[ad_1] U.S. President Joe Biden’s recent decision not to run for re-election in November, instead endorsing Vice President Kamala Harris for the Democratic vote, is likely to have markets scrutinizing the new presumptive candidate’s priorities in the coming weeks, according…