Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 8 of 8 results for "Investor Portal"

Fidante revamps brand, online offering

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
Fidante has a fresh look, unveiling a new brand, online offering and registry service. The new look includes a revamped logo in the colour green to reflect growth and prosperity. Meanwhile, the new website is cleaner, with a more personalised and user-friendly ...

Mainstream expands private equity offering

ELIZA BAVIN  |  WEDNESDAY, 9 SEP 2020
... partners to benefit from one complete system for accounting, CRM, investment and a configurable limited partner (LP) investor portal. The group signed Korea Development Bank Asia (KDBA) as its first APAC based client to be administered on Allvue (formerly ...

Pendal awards registry mandate

KANIKA SOOD  |  MONDAY, 18 MAY 2020
... exciting development for us and will provide investors with access to Boardroom's intuitive and easy-to-use online investor portal, alongside the added ability to apply for units in the Regal Funds via an online application tool," Regal said in its monthly ...

No plan to cut out advisers: SPDR chair

KANIKA SOOD  |  MONDAY, 18 NOV 2019
... Ross told Financial Standard. This is in contrast to Vanguard which last week said it was updating its direct-to-investor portal and separately, entering superannuation. State Street has been in Australia for close to two decades now and launched the ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... in Hartleys' administration process. With Hartleys looking to enhance its value proposition, Praemium's investor portal served as a key in the decision to award the mandate. Hartleys chief executive Charlie Ransom said Praemium stood out for ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... strategy viable and efficient for advisers while delivering an intuitive digital experience through our feature rich investor portal," Ohanessian said. J.P. Morgan was recently appointed to provide custody and equities execution services to the $7 billion ...

Automated retirement product gains recognition

DARREN SNYDER  |  MONDAY, 15 AUG 2016
... members with a greater level of reliability and comfort around their income in retirement." Separately, online investor portal SelfWealth was a winner in the software innovation category. The award recognised SelfWealth's research and development of ...

Lifeplan portal puts investors first

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
Lifeplan, a specialist business of Australian Unity Investments, has launched an online investor portal to enable investors to monitor and transact online. The launch of the investor portal follows the successful uptake of the adviser portal in November ...
PAGE:
1