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Showing 11 - 18 of 18 results for "Reporting Tools"

Financial Synergy to upgrade admin

MICHAEL HOBBS  |  MONDAY, 20 APR 2009
... need to give accountants and financial planners something that's easier to use, provides them online access and reporting tools they need plus the finance reporting that Accurity is already doing," said McKinlay. "[Once launched] the difference will ...

Northern Trust gains $1bn custody mandate

MICHAEL HOBBS  |  THURSDAY, 17 JUL 2008
... track record in administering close ended London Stock Exchange listed funds. In May, Northern Trust improved its reporting tools to include currency risk and credit risk exposure and extreme market events. Northern Trust was chosen to provide custody ...

Northern Trust expands reporting tools

MICHAEL HOBBS  |  MONDAY, 26 MAY 2008
... reporting to 'extreme market events' testing, Northern Trust leaves no stone unturned in its new suite of governance reporting tools. The overseas custodian, better known locally as the custodian for the $60-billion plus Future Fund, has enhanced its ...

Meritum gets its advisers online

CHRIS NICHOLLS  |  TUESDAY, 15 MAY 2007
... dealer network. The system allows advisers to view the value and progress of their commission payments and apply reporting tools to analyse practice profitability. Meritum executive director, Theo Christopoulas, said the decision demonstrated Mertium's ...

AXA makes billing easier for advisers

HAMISH MADDEN  |  THURSDAY, 31 AUG 2006
... client accounts, receive credit card payments and process BPay transactions. It is also supported by fantastic reporting tools that are intuitive and easy to use," said Simon Wallace, AXA's national compliance and advisory services manager. The system ...

Bravura expands in UK with Friends Provident

KATE HAGE  |  MONDAY, 17 JUL 2006
... access to a full suite of pre and post-sale tools such as risk profiling, modelling, charting, valuation, audit and reporting tools," he said. Ward also added that the deal meets increased demand amongst independent financial planners for wrap portfolio ...

DSTi launches simplified reporting solution

HAMISH MADDEN  |  TUESDAY, 23 MAY 2006
... DSTi's 'Automated Reporting Solution' will integrate with AWD, their business process management product, and the reporting tools currently enabled in their Investment Data Solutions platform. The new reporting solution aims to automate and simplify ...

DSTi wins tech mandate from Tassie's RBF

... contact management system, electronic document management, web process integration and workflow and management reporting tools. Chief executive officer of RBF, Simon Gilles, said that AWD would help the organisation move away from manual tasks and in ...
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