Search Results | Showing 11 - 20 of 23 results for "AdviserNETgain" |
| | | ... planners now have access to an in-depth integration between investment platform BT Wrap and online planning solution AdviserNETgain, with new systems to raise efficiency. AdviserNETgain, which has over 2,000 users, allows advisers to produce an unlimited ... |
| | | | ... out." This will be the first time Asgard has done this on the equities platforms. Online, BT just launched its AdviserNETgain, allowing advisers to produce an unlimited number of review advice documents in one process after upgrades to the online planning ... |
| | | | Advisers using BT's AdviserNETgain can now produce an unlimited number of review advice documents in one process after upgrades to the online planning solution. Darelle Jenkins, national manager AdviserNETgain, said the bulk review feature creates a ... |
| | | | ... planning. He joined Sealcorp in the early 1990s and helped roll out Asgard's technology platform, AdviserNET (now AdviserNETgain). He was then hired to head up Godfrey Pembroke, where he moved the group to a fee-for-service model. "We wanted to differentiate ... |
| | | | ... overall rating in this year's Investment Trends Planning Software Report. Closely behind Xplan is COIN followed by AdviserNETgain, VisiPlan, Navigator n-link. Coin Office retained its top position for the best modeling and statement of advice production ... |
| | | | ... Securitor will help its licensees, including further improvements on the group's award-winning technology tool AdviserNETgain, the 2020 recruiting forum, an application to get a Australian credit license (ACL) with a view to offer debt-related products ... |
| | | | Darelle Jenkins, former managing director at COIN Software, has been appointed national manager of AdviserNETgain at BT Financial Group. This announcement comes after Jenkins resigned from COIN in November last year after not taking up a new role as ... |
| | | | ... Eligible candidates must be Securitor paraplanners who are writing statements of advice (SoA), comfortable with AdviserNETgain and pass an entrance exam. Successful applicants will be sent course material in January and the first workshop will be held ... |
| | | | ... Wealth Management gains access to the Asgard Wealth Solutions platform and the practice management technology tool, AdviserNETgain. In addition, the financial planning practice can now use the dealer group's business development program, Business Torque ... |
| | | | ... group's business development program, Business Torque and Asgard Wealth Solutions financial planning platform, AdviserNETgain. "Having outsourced our financial planning for a number of years, we decided that providing the advice in-house and being part ... |
|
