Search Results | Showing 1 - 10 of 10 results for "WealthPortal" |
| | ... accounts (SMAs) and managed funds. It also holds $3.8 billion FUA with the Madison network and $0.5 billion on its WealthPortal platform. Despite an overall increase in profits, Clime's IMAs dropped 2.3% from $526 million to $514 million, as well as ... |
| | | ... mandates. Funds under advice were $3.1 billion (up $207 million from December quarter). Funds under administration for WealthPortal fell by $3 million to $834 million, while insurance premiums under advice fell $24 million to $46 million. |
| | | ... acquisition of Madison Financial Group. The investment manager initiated its Project Streamline by consolidating Madison, WealthPortal, ProActive Portfolios and AdviceNet into Clime Group. In addition, Clime has commenced replacing seven of its SMAs ... |
| | | ... Financial Standard early this morning. OneVue this morning said the sale includes Madison Financial Group, AdviceNet, WealthPortal, Proactive Portfolios for a total expected consideration of $5 million. Of this, $2.5 million is subject to a two-year ... |
| | | ... group's numbers on behalf of OneVue. Madison's sale includes the advice group, but also three other businesses WealthPortal, AdviceNet and ProActive Portfolios. The three companies cover wealth management, licensing and compliance. Madison's ... |
| | | ... acquired Madison in April 2018 from PHAROS Financial Group, with the licensee, Madison's OneVZue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios all included ... |
| | | ... administration business to SuperConcepts, and divested three business units: responsible entity, investment management and WealthPortal. It acquired two others: KPMG Superannuation Member Administration and No More Practice Education. OneVue managing ... |
| | | ... Financial Group from PHAROS Financial Group. The deal includes the licensee, Madison's OneVue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios. |
| | | ... Financial Group from PHAROS Financial Group. The deal includes the licensee, Madison's OneVue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios. Established in 2016 ... |
| | | ... group reappointed OneVue as its platform provider. Madison Financial Group recommitted to using its white-labelled WealthPortal for an additional five years. OneVue's platform technology underpins the WealthPortal offering. OneVue said its renewed agreement ... |
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