YTML transforms high volume SOA changes

Fintech YTML has rolled out its newest automated solution which is helping to quickly generate high volumes of personalised Statements of Advice (SoAs) for simple advice. Terri Ho, YTML General Manager, Advice said having to write SoAs or RoAs for a change impacting a...

The YTML Mantra

YTML has a mantra connecting advice. It’s all about driving value through better adviser connections, not just with technology but also with clients and brand. “There are a lot of people talking about technology like it’s an adjunct to what financial...

ASIC’s example SOA ‘not balanced’

SYDNEY: 3 August 2017 – Customer take up of life insurance advice could be adversely effected 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...