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Showing 1 - 10 of 36 results for "PDF"

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... is making use of the Australian Taxation Office's (ATO) "fantastic documents" and tools for advisers and SMSFs available in PDF format on its website. "Issue them to your clients every now and then," Bobbin urged, adding that many clients do appreciate ...

Insignia saves thousands of hours with AI

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
... has also benefited from digital workers, he explained. "Previously the paraplanning team would update client details on a PDF that would be distributed to clients, now a bot automatically completes and forwards the required forms to clients, with the ...

Digital fact-find gains momentum

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... first step is to go digital." Advice Revolution has recently released a free mini fact-find, which removes the need to use PDF-based fact-finds and do-it-yourself online survey tools. The impact of this is a better experience for clients and less time ...

Northern Trust touts new ESG tool to instos

KANIKA SOOD  |  THURSDAY, 30 APR 2020
... services which it sells to custody clients or it can be bought separately. Funds can see the results digitally or generate pdf reports. In generating ESG analytics, it collects data from both sides: via the superannuation fund's custody/fund accounting ...

Calastone wins mandate

KANIKA SOOD  |  TUESDAY, 10 DEC 2019
A registry provider that represents 42 fund managers has integrated with Calastone's reporting solution. OneVue's 42 clients that are trading with platforms through Calastone will now be able to send monthly statements of holdings and transactions to ...

Software provider upgrades ahead of super deadline

JAMIE WILLIAMSON  |  MONDAY, 19 JUN 2017
... existing online letter editing function, enabling users to add letterheads, footers, electronic signatures, print and save to PDF and send completed forms and letters to clients. Users can also now produce bulk files within the Workflow Manager feature ...

Two-year road to Brexit begins

BENJAMIN ONG  |  THURSDAY, 30 MAR 2017
... https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/604079/Prime_Ministers_letter_to_European_Council_President_Donald_Tusk.pdf. Donald Tusk's response was brief, acknowledging the receipt of the letter and stating that, "We regret ...

Kaplan uses AI to stop adviser social media blunders

ALEX BURKE  |  THURSDAY, 23 FEB 2017
Kaplan Professional entered a partnership to develop a new tool to help advisers create compliant social media content by identifying "risky" language in real-time. Artemis, developed by Kaplan and regtech firm Red Marker, checks compliance issues associated ...

Christmas in September

BENJAMIN ONG  |  THURSDAY, 22 SEP 2016
... "Quantitative and Qualitative Monetary Easing with Yield Curve Control"" (https://www.boj.or.jp/en/announcements/release_2016/k160921a.pdf), sending the Nikkei-225 index soaring by 1.9% -- with 214 of the 225 stocks in the index on the up - at the close ...

Former Mercer consultant launches research platform

MARK SMITH  |  MONDAY, 11 JAN 2016
... investment managers, removing the need to manipulate lengthy documents and excel spreadsheets, or manually extract information from PDF questionnaires. Fund managers only have to answer these surveys once, after that the platform auto-fills responses ...
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