Search Results | Showing 1 - 10 of 18 results for "Reporting Tools" |
| | 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 ... |
| | | ... 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. ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
|