Search Results | Showing 1 - 10 of 37 results for "Portal for" |
| | Aware Super has launched a new portal for financial advisers as part of its digital transformation project. Adviser Portal can view their client dashboards, change investment options, manage client contributions, and track actions requested on behalf ... |
| | | ... such as contributions and processing through the platform. Meanwhile, Acurity Online is a fully transactional online portal for superannuation members to view and maintain their super, manage insurance, trade shares, and consolidate and switch funds. ... |
| | | ... market volatility, now managing $2.7 billion of investor assets. Diverger also noted the rollout of its new member portal for Knowledge Shop accounting firms and continued investment into digital transformation of core operations, with the expansion ... |
| | | ... "common-sense solutions". "ASIC will consider whether enhancements are required to the approved form on the Regulatory Portal for lodging reports. We will also consider whether further practical guidance should be developed to assist licensees in meeting ... |
| | | ... client portal experience as a mobile app, and this week we are thrilled to release this next-gen mobile-first client portal for advisers and their clients," Heine said. "Our new mobile app provides our clients with an elegant, intuitive and professional ... |
| | | ... four years from FY21 to implement the reforms to superannuation. Three other measures announced include: an ATO-run portal for selecting MySuper accounts, stapling accounts and members, and a greater obligation of transparency and accountability on members. ... |
| | | ... September 2019, and the November 2019 announcement of plans for a superannuation offering and April 2020 launch of a portal for direct investors. Vanguard was the second largest investment manager in Australia (behind State Street) with $140 billion ... |
| | | ... certifications, risk assessment, Forms Studio, gifts and entertainment, whistleblower, document portal, robust reporting and a portal for ease of use and seamless interaction with employees," BasisCode said. BasisCode Personal Trading Manager delivers ... |
| | | ... including providing fee relief for advisers and capping fees for two years," Benbow said. "We have established a dedicated portal for information during the crisis, which includes more than 50 adviser support articles, client facing materials, business ... |
| | | ... products side-by-side. Zenith has rolled out an update to Zenith Mosaic which enables the latest release to its research portal for financial advisers, allows for the comparison of product performance, risk and correlation on the platform. Advisers will ... |
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