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Showing 1 - 10 of 18 results for "Reporting Tools"

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
Australia's most affluent investors are increasing their access to a growing range of reporting tools, providing an opportunity for advisers to improve their services, research suggests. According to Praemium and Investment Trends' latest High-Net-Worth ...

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
... enhanced their ability to identify sophisticated investors, strengthened their product offering and upgraded their reporting tools, it said. Investment Trends chief executive Sarah Brennan said that as a collective, platforms are raising their game. ...

CommSec and CFS combine tech strengths

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... extensive range of product and investment options, supported by a powerful suite of platform-like administration and reporting tools. "Client, adviser and dealer group level reporting, model portfolio management, online corporate actions and IPOs, tax ...

New social bond advocates gender equality

JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAR 2017
... to act on social issues. We see this bond as a critical step in that process, and in building the transparent reporting tools that investors need to measure the impact of these investments." Organisations included in the bond's initial portfolio include ...

Lonsec gives iRate an upgrade

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... improvements in features and functionality, allowing advisers to access enhanced portfolio construction and research and reporting tools to generate more in-depth analysis. Lonsec Research chief executive Matt Olsen said: "As the financial advice industry ...

New Spring FG SMSF platform opens

MARK SMITH  |  MONDAY, 27 JUN 2016
... investment options, trustees and members will be provided with Australia's most advanced suite of SMSF management and reporting tools through our integration to Class Super's powerful digital tool-set," he said. "Mysuper247 members will also benefit ...

Lonsec gains 2,800 users through iRate

LAURA MILLAN  |  WEDNESDAY, 10 DEC 2014
... research offering and we are excited to now couple this with market leading portfolio construction advice and client reporting tools," Lonsec Fiscal joint chief executive Amanda Gillespie said. In 2015 Lonsec plans to release of iRate version 5, a major ...

CFS awarded 'Best Platform Overall'

STAFF WRITER  |  TUESDAY, 13 MAY 2014
... December 2013 Platform Benchmarking Report CFS FirstChoice platform was awarded 'Best Master Trust' and 'Best Reporting Tools'. "Supporting advisers in growing their business and increasing business efficiency is an absolute focus for us.A Advisers are ...

Bluedoor launches SuperStream tech

LAURA MILLAN  |  WEDNESDAY, 6 MAR 2013
... The solution is already being rolled out for existing DST Bluedoor clients. "Enriched services such as extended reporting tools, message dashboard and other web enabled services will be available post 1 July 2013, but our key focus now is to finalise ...

Qantas signs up Russell for FX trades

MATT WOODINGTON  |  TUESDAY, 12 JUL 2011
... desk will now execute FX trades for Qantas Super, while also managing operational risk and delivering performance reporting tools. "Our research shows that many funds are unaware FX transactions can be so costly, and investors can't assume FX trades ...
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