Search Results | Showing 21 - 30 of 32 results for "Client Portal" |
| | | ... client engagement levels at the same time. Notable developments in 2018 ranged from improved cash management tools to client portal enhancements." Choi said the report also recognised the growing influence of managed accounts, noting 16 platforms now ... |
| | | | ... enhance face-to-face and phone-based financial advice services. It is also using Midwinter's client engagement tool, Client Portal. BUSSQ relaunched its financial advice arm as Skylight Financial Solutions last year, providing advice on all topics, both ... |
| | | | The highest performing financial services firms are those that are more likely to hire younger advisers, according to new research. Macquarie's second bi-annual AFS Benchmarking Report shows that more than 55% of high performing firms are hiring younger ... |
| | | | ... mortgage commissions, with data specific to the mortgage industry also flowing through to existing features such as the client portal and document generation system. In future, FinPal plans to integrate complementary technologies similar to its recent ... |
| | | | Financial services technology provider Midwinter appointed a head of cyber security to assist in launching its new service providing cyber health checks to financial advisers and accountants. Joining from Commonwealth Bank, Edward Li will be responsible ... |
| | | | ... been integrated into AdviceOS to enable real-time flow of insurance premium product data to the AdviceOS Fact Find, Client Portal and Statement of Advice generator. Client data from AdviceOS can be pre-populated into OmniLife, eliminating the double ... |
| | | | ... transaction tools, decision support tools, online business management tools and also received the award for best client portal. "Our latest competitive analysis of the platform industry found platform providers' development efforts have been centred ... |
| | | | Mason Stevens is shaping up for a big year, with the platform provider announcing a number of key projects to roll out in 2017. Speaking at an event in Sydney today, managing director Thomas Bignill confirmed Mason Stevens will launch a retail super ... |
| | | | Financial planning practices must not ignore the regulatory risk of an outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao. Speaking with Financial Standard, Liao said there ... |
| | | | ... Wilson HTM has rebranded to Wilsons, effective immediately - the name change includes a redesigned brand, website and client portal. The rebrand follows the organisational restructure of Wilsons in July 2015 which allowed staff to acquire the business ... |
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