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Showing 31 - 40 of 65 results for "Platform Service"

Trilogy Trust added to Powerwrap platform

KERRIE SYDEE  |  FRIDAY, 18 MAR 2016
... products and asset classes they want. We are very pleased to be able to add the Trilogy Monthly Income Trust to our platform service."

CFS launches app for advisers

DARREN SNYDER  |  TUESDAY, 9 FEB 2016
... FirstTech was named the best technical services support team in the Wealth Insights Fund Manager Service and Platform Service survey for seven consecutive years from 2008 to 2015.

Fiducian updates planner software

LAURA MILLAN  |  FRIDAY, 27 NOV 2015
Fiducian has updated its software so advisers can track the progress of their client transactions, as well as correspond with them online. The new features include an expansion of the planner's dashboard for more visibility over client accounts. "This ...

HUB24 partners with $3.4bn independent dealer group

LAURA MILLAN  |  TUESDAY, 27 OCT 2015
HUB24 will provide investment and superannuation platform services to an independent dealer group with more than 100 advisers and about $3.4 billion in funds under advice. Fortnum Financial Group's 34 advice practices will gain access to HUB24's white ...

OneVue close to turning profit

MARK SMITH  |  TUESDAY, 25 AUG 2015
OneVue has almost doubled its revenue in the last year, helping to reduce its net loss from $5.23 million in 2014 to $220,000 in the year to 30 June 2015. Total revenue of $25.42 million for the reporting period represents an increase of 92% from $13.21 ...

OneVue's platform FUA rise 45%

LAURA MILLAN  |  MONDAY, 2 MAR 2015
OneVue funds under administration (FUA) in platform services rose 45% to $2.82 billion during the six months to December 2014 on the back of the Select Investment Partners acquisition. Funds under management (FUM) for the wholly-owned Select Investment ...

State Street partners with wealth management tech provider

MARK SMITH  |  THURSDAY, 13 NOV 2014
... and asset servicing capabilities to provide a range of personalised wealth administration services via a master platform service. These will help advisers manage portfolio transactions across various asset classes in 168 jurisdictions. "State Street ...

Former QIC exec appointed OneVue COO

JAMES FERNYHOUGH  |  FRIDAY, 7 NOV 2014
OneVue has appointed former QIC general manager of investment operations Richard Stevens as its new chief operating officer, as part of a wider executive restructure. Stevens will replace Lisa McCallum, who has moved into the newly created role of head ...

OneVue cuts deal with Spring FG

ALICE URIBE  |  FRIDAY, 10 OCT 2014
OneVue has formed the first of what it says will be several new private label partnerships aimed at expanding its SMSF footprint. The wholesale superannuation services provider has partnered with financial planning and wealth management firm Spring ...

Select chair to become OneVue deputy CEO

ALICE URIBE  |  THURSDAY, 28 AUG 2014
Select Group chairman Brendan Foley will become OneVue's deputy chief executive after the wealth management company agreed to acquire Select Asset Management and Select Investment Partners. The deal, which is expected to be completed tomorrow, will ...