Virtual advice software provider SuiteBox has appointed a new chief technology officer, who will be tasked with driving enhancements to the platform that will lead to new integration projects with large partners.
SuiteBox has appointed Isaac Young to the role, the firm said in a statement. Mr Young has worked in financial services technology for the past 10 years with global banks UBS, Rabobank and Commerzbank.
“Isaac will be responsible for ensuring the SuiteBox platform is robust and scalable, and that the software keeps pace with growing demands from financial service professionals,” SuiteBox chief executive Ian Dunbar said.
“It is a key strategy of ours to bring on channel partners through which the SuiteBox offering can be deployed to large groups of financial advisers. Isaac’s global technology management experience makes him ideally suited to leading these critical projects.
“SuiteBox addresses problems that exist across the globe and across many professional industries. It is becoming harder for professionals to meet face-to-face with their clients due to time pressures and the global nature of business today," Mr Dunbar said.
“At the same time, regulation and compliance demands have ramped up significantly, resulting in a need to record and store client engagements. SuiteBox addresses both issues, allowing professionals to spend more face-to-face time engaging with their clients, without the inconvenience of travel and leaving their office, while offering a compliance solution and recording tool.”
The SMSF Association is the latest body to push for the inclusion of managed investment schemes in the CSLR; however, ...
While the rules around the tax deductibility of advice fees were technically updated in December 2023, the profession ...
Financial adviser at Complete Wealth, Dr Ben Neilson, explains how advisers have improved their perceived value over the ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin