This is "REACH Quick Start Guide" by YTML Group on Vimeo, the home for high quality videos and the people who love them.
Having commitment issues? How to create an agile tech stack
For many financial advisers, the thought of changing financial planning software is frankly, scary. However with the speed of new technology being developed and available in the market today, it’s time to ask yourself whether your fear is keeping you from discovering new ways to run a sustainable business and more importantly, to remind your clients of the value you bring.
No doubt, much of the fear comes from past experience, where the technology solution you’re deciding on is with one provider for the entire operating system – this has been the traditional approach. Sometimes this means you’re committed for a number of years and involves costly customisation, staff training, data migration and paying for functionality that you’re not using.
At times, there are frustrations as certain functions within this one system just don’t do what you want them to do. And you can forget about throwing your own purpose-built tools into the mix.
What if there’s a better way?
What if your financial planning software can be built by you, block by integrated block, supported by teams of software specialists? And when you outgrow a block, you replace that with something different. Or replace it with your own purpose-built block.
“What if” could be Seido.
Seido is a financial service App Store, enabling you to build your own tech stack, app by app. Every app in the Store is meaningfully integrated, allowing you to subscribe to specialist software built by leading fintechs in their field. These providers are experts in what they do, because they specialise in their chosen field.
You can also bring your own intellectual property to life with a purpose-built app, using our rapid development platform (https://ytml.com.au/Products/Highlighter) and have your very own app added to the Store.
This App Store concept allows you to try out new software and processes, with the benefit of each app being already integrated. You can design your own tech stack and make changes to your tech stack as and when your business and service offering changes.
Best of all, the Seido CRM comes free with loads of useful features to help run an efficient practice – you don’t even have to subscribe to an app. That means your support staff can get access with no additional cost. You only pay for what you subscribe to, on a month by month basis, with no ongoing commitment.
You can try out Seido for free or test drive the Seido App Store with a digital fact find app for as low as $50 per month.
Look at your financial planning tech stack differently. With change comes opportunity, so try out Seido, fear free.
Recent articles
For many financial advisers, the thought of changing financial planning software is frankly, scary. However with the speed of new technology being developed and available in the market today, it’s time to ask yourself whether your fear is keeping you from discovering new ways to run a sustainable business and more importantly, to remind your clients of the value you bring.
Advisers are adapting to regulatory changes, cost, pressures and changing consumer expectations. Technology is offering a head start in the race to catch up. Once considered competition, robo-advice and AI are even offering a helping hand.
We interviewed Hans Egger of 3x FinTech award finalist, Astute Wheel, to find out more about his business and his experience building tools with YTML's Highlighter team.
Five steps to creating solutions for your financial practice. Financial Planners are increasingly turning to alternative methods when designing and building new technology-driven processes...
Working closely with the FPA and using 8+ years of experience working with 100s of Financial Planners, we have made this advice far easier to access than ever before. Following a short 5 - 10 minute survey you will receive a report that helps you:
According to Andrew Inwood of CoreData, there are 4 types of Financial Advisers - Oxes, Foxes, Islanders and Cruisers.
Two advice software firms have teamed up to deliver a new integration hub that connects their respective fintech applications to enable advisers to deliver advice more efficiently.
Recent interventions by the investment regulator, like cracking down on the use of words such as “independent,” highlight the need for Australian Financial Services licensees to be more careful about the wording of their own marketing materials, according to fintech YTML.
Government-mandated open banking will empower new tools and lessen the value of data feeds in systems such as Xplan and Coin, one fintech executive says.
The way platforms collect and use data will be the deciding factor in their ongoing success, according to software firm YTML.
The way investment platforms collect and use data will be the deciding factor in their ongoing success, according to software firm YTML. Speaking as part of a panel at the if a Business Strategy Day in
MLC is moving to escalate its IFA-facing operations as the burgeoning independent and boutique financial advice sector continues to develop. MLC has announced it is signing on as Principal Partner of
The finalists for the Fintech Business Awards 2018 have been announced, including a number of financial advice practitioners and service providers. The 2018 Fintech Business Awards will identify the
From increased compliance to a harsher regulator, it was a year of uncertainty and upheaval for financial advisers. But with an IFA uprising and innovations in technology, there was also some cause for celebration.
Forward thinking dealer groups are the new wave of clients of fintechs, as they look for more efficient and effective ways to provide advisers with the services they need. It is an exciting developm
Further calls have been made to move commissions off the front page of ASIC’s example Life Insurance Statement of Advice (SoA) with the FPA stating the document should highlight the advice process first.
This is the feedback YTML General Manager Advice Delivery, Terri Ho submitted to ASIC on the example SOA provided in Consultation Paper CP 284.
Customer take up of life insurance advice could be adversely affected if Statements of Advice (SoA) for life insurance do not take a more balanced approach to the information they communicate. This is the feedback YTML General Manager Advice Delivery, Terri Ho submitted to the Australian Securities and Investments Commission (ASIC) on the example SOA …
DUMFRIES, Va. — John Dumoulin has never really set foot in an office. He works part-time at Chick-fil-A. But the 17-year-old from northern Virginia is the undisputed king of that bane of office wor…
The regulator’s draft SoA for life insurance needs to be restructured in line with the goal of making advice more transparent, YTML has said, suggesting that focus groups with advisers would ha
Adviser remuneration for life insurance does not need to be spelled out on the first page of a statement of advice (SOA), according to YTML Group. In a submission to ASIC’s consultation paper on a new example SOA for life insurance, YTML detailed why the example document needs to be more balanced.
There is something wrong with the dealer group recruitment model but a revolution is coming. Business owners are, in the main, cynical about recruiters so there is a certain degree of inertia they
It is not in Outsider’s nature to reinforce stereotypes of any kind, gender or race or otherwise. Sometimes, these things just land in his lap when he’s not even seeking them out.
There are too many choices of software in the industry, making it challenging for advisers to integrate new technology, according to advice consultancy YTML. Speaking at a media roundtable in Sydney, YTML director Terri Ho said the reason technology remains a challenge for advisers and licensees is because there are too many choices of software, …
Advisers are challenged by integrating new technology into their firm due to their being too many choices of software, according to advice consultancy YTML.
The majority of financial advice firms are still choosing to rely on Microsoft Excel as their primary source of administrative software despite a range of financial software products coming to market, YTML said.
Fintech providers need to be more collaborative in solving software challenges and deliver more innovative solutions to market, says consulting and technology firm YTML.
Despite the wide variety of technology options available to help advisers streamline their administrative tasks, the vast majority of practices wer...
YTML is a software agnostic service provider, working with the advice industry to solve its software challenges.
The advice industry will struggle to take the next major step in its evolution unless more innovative solutions are delivered to market. According to YTML CEO Kevin Liao, this will require technology providers to come together, collaborate and solve the operational frustrations that have characterised the advice industry for far too long. “Collaboration starts with …
Financial advisers are bombarded with an excess of choices when it comes to technology while many of the software solutions in the market work in silos and do not talk to each other.
Changes in investor behaviour do not necessarily equate to a shift in their risk tolerance, however emerging entrants in the sphere of risk profili...
YTML is calling on advisers to extract more value from their relationship with their software by working in partnership with it.
By Cut+PasteMay 25, 2017Advice solution and tech provider YTML is calling on advisers to extract more value from their relationship with their software by working in partnership with it.YTML is…
YTML welcomes the announcements made overnight in the Federal Budget regarding the Government’s commitment to create an environment where fintech businesses can flourish in Australia. According to YTML CEO Kevin Liao, the backing by the Government to help position Australia as a world-leader in innovation and FinTech, reinforces its own philosophy to actively work and …
Technology itself is not a solution but requires collaboration to achieve strong user outcomes, says advice-focused fintech entrepreneur Kevin Liao of YTML.
Technology and advice solutions provider, the YTML Group (YTML) has been recognized as market leaders by being named finalist in three categories – Software Innovator, Compliance Innovator and CEO Kevin Liao for Fintech Entrepreneur of the Year. Speaking at the awards ceremony on Friday night, held at the Ivy Ballroom in Sydney, Liao said being …
Independent dealer group GPS Wealth is set to expand its MoneyBowl software to include a new calculator aimed at helping clients focus on planning ...
Advice IT consulting firm YTML has announced three new senior hires including the appointment of a former BT Financial executive. In a statement last week, YTML announced the appointment of Damian
Technology and advice solutions provider, the YTML Group (YTML) has made three senior hires in response to growing demand for its products and services and to facilitate further growth. Former Enzumo Head of Business Solutions, Francis Cheung, with over 20 years advice and technology experience, will head up YTML’s Advice Innovation and Solutions; former Enzumo …
Technology and advice solutions provider, YTML, is appointing three new staff for senior roles to facilitate growth and meet an increase in demand for its products.
Technology and advice provider YTML Group is responding to growing demand with three senior hires, including a former BT Financial Group manager.
Advice IT consulting firm YTML has teamed up with risk software provider Omnium as a means of improving its life insurance software offering to advisers.
Risk software provider Omnium has signed a partnership deal with technology services provider YTML for the latter to provide the operating platform for Omnium’s suite of programs.
YTML is partnering with risk technology specialist, Omnium to provide updated and streamlined life insurance software to assist advisers to utilise technology efficiently to deliver services for clients.
Advice IT consulting firm YTML has partnered with risk software provider Omnium in aiming to deliver efficient life insurance software to advisers.
YTML has partnered with risk technology specialist Omnium to deliver streamlined and efficient life insurance software to advisers. YTML will act as Omnium’s platform provider, servicing and supporting the insurance software and further expanding its strong supporter base of advisers. “We are delighted Omnium has chosen us as their platform provider,” said YTML COO, Piew …
Two fintech firms have partnered to provide financial advisers with a life insurance software solution.
Financial advisers are particularly agile and innovative professionals, often developing new ways to address the challenges that face them in their day-to-day work, writes YTML’s Kevin Liao. Working in the fintech industry I am often asked two questions: How open are advisers to partnering with technology? How innovative are advisers? The first question relates to …
ifa's sister publication Fintech Business has announced the finalists of its inaugural awards, following an overwhelming number of high quality award submissions. The awards will recognise
YTML Group and SuiteBox have formed a partnership to solve two significant consumer challenges facing financial advisers – the collection and review of data and the scheduling of client meetings. Using YTML’s Highlighter product, advisers and clients can now manage data capture and review it immediately during their meeting using interactive web forms, creating a …
Virtual advice software provider SuiteBox has teamed up with consulting and technology firm YTML in an effort to help advisers leverage data and streamline client engagement. In a statement released
Financial planning practices must not ignore the regulatory risk of an outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao.
Fintech firm, Your Technology Made Lite (YTML), is integrating its Highlighter platform technology for advisers' in-house Excel solutions.
IT solution provider YTML has joined forces with business effectiveness expert BusinessBlades to form the YTML Group, providing mid-tier practices with a leading and innovative 360-degree business review and solution service. The rebranded YTML Group will now include YTML Consulting, YTML Solutions and BusinessBlades and provide complete solutions to advice practices looking to deliver a …
Your Technology Made Lite (YTML) is targeting mid-tier practices with a new business review and solution service offering as part of the newly-rebranded YTML Group, which is launching in conjunction with BusinessBlades.
IT consulting and solutions provider Your Technology Made Lite (YTML) is offering advisers accessibility to the fintech space through Highlighter, ...
Fintech firm, Your Technology Made Lite (YTML), is integrating its Highlighter platform technology for advisers' in-house Excel solutions.
Fintech firm, Your Technology Made Lite (YTML), is integrating its Highlighter platform technology for advisers' in-house Excel solutions to boost accessibility and integration with online systems.
YTML’s (Your Technology Made Lite) Highlighter product is bringing to life adviser’s in-house Excel solutions, giving advisers an accessible platform to enter the FinTech space. Previously regarded the domain of offshore web app developers, advisers can now partner with YTML’s Highlighter and using their own existing IP, bring their technology solutions to market. “Highlighter automates …
Financial advisers need to ‘get active’ and partner with their technology solutions if they want to engage the 80% of Australians who currently do not get advice, according to leading IT solutions firm YTML (Your Technology Made Lite). For advisers, this means bringing together their great personal skills with technology tools such as websites to …
Financial advisers will be able to effectively target the millions of Australians not receiving financial advice if they engage actively with technology solutions and engage in speaking engagements on the public level, according to Sydney-based IT firm, YTML.
By Cut+PasteJune 14, 2017The advice industry will struggle to take the next major step in its evolution unless more innovative solutions are delivered to market.According to YTML CEO Kevin Liao,…
We invite you to watch our latest video program on FSiTV featuring YTML Consulting director Piew Yap, as interviewed by Mark Smith, deputy editor of Financial Standard. In the interview, Yap explains how YTML - which stands for Your Technology Made Lite - has helped major institutions customise financial planning tools such as XPLAN, COIN and Adviser Intelligence for specific needs.
Forbes Welcome page -- Forbes is a global media company, focusing on business, investing, technology, entrepreneurship, leadership, and lifestyle.
The internal systems of many organizations have shocking user interfaces. This costs companies in productivity, training and even the customer experience. **Fortunately, we can fix this.**
Forbes Welcome page -- Forbes is a global media company, focusing on business, investing, technology, entrepreneurship, leadership, and lifestyle.
Seido
Canvas
Highlighter
Staple
Binder