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Showing 11 - 15 of 15 results for "SuiteBox"

YTML goes for growth

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
... Liao said. Liao says YTML is also enjoying sustained demand for its Highlighter product, following its partnership with SuiteBox last year. "[The partnership] has transformed the collection and review of data and the scheduling of adviser/client meetings ...

Zurich vet joins SuiteBox

ALEX BURKE  |  MONDAY, 26 SEP 2016
... of sales strategies life and investments has taken up a new role at subscription-based mobile office software provider SuiteBox. Andy Marshall, who worked with Zurich - initially as a regional sales manager - from 2012 to September 2016, has been appointed ...

New chair and director for SuiteBox

KERRIE SYDEE  |  THURSDAY, 2 JUN 2016
SuiteBox, the mobile office solutions for advisers, has announced the appointment of a new chairman and director. Former AIG Life Australia boss David Whyte has been appointed chairman, with Craig Anderson appointed as a director of the board. A chartered ...

Opt-In headache given mobile relief

KERRIE SYDEE  |  TUESDAY, 17 MAY 2016
Midwinter and SuiteBox, the mobile office solution for advisers, have partnered to deliver an electronic solution to alleviate issues surrounding the FoFA Opt-In for financial planners. The partnership will allow advisers using Midwinter's AdviceOS ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... apps. And rather than develop many of its technology solutions in-house, the group taps on the specialists, including suitebox, omnium, ei, Midwinter, Class Super and implemented portfolios. As for the rise of robo-advice, Matt believes the hybrid model ...
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