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Showing 91 - 100 of 171 results for "Administration platform"

OneVue lists on ASX

MARK SMITH  |  FRIDAY, 25 JUL 2014
... as major shareholders in November. The wealth managers invested $6.75 million in the financial services administration platform business in exchange for a combined stake of around 20%.

BGL 360 Fund commercial release imminent

HARRY PAGE  |  FRIDAY, 14 FEB 2014
... has announced the commercial release date for its cloud-based self-managed superannuation fund (SMSF) administration platform, the Simple Fund 360. The Simple Fund 360 will be released on 19 March 2014 and will include almost 100 data feeds from the ...

Perpetual and Thorney "instrumental" in OneVue IPO talks

MARK SMITH  |  MONDAY, 25 NOV 2013
... became major shareholders last week. The wealth managers invested $6.75 million in the financial services administration platform business in exchange for a combined stake of around 20%. McKeage, who stepped out of a management meeting about how to tackle ...

Select AM strengthens partnership with MGD Wealth

LAURA MILLAN  |  WEDNESDAY, 25 SEP 2013
MGD Wealth has added a third portfolio from Select Asset Management, further strengthening the companies' partnership. MGD Wealth has added Select AM's LDI Connect 20 Portfolio to its investment options. The new portfolio aims at providing cash reserves ...

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
... The modules we have implemented add a new front-end dimension to the existing, very powerful portfolio administration platform, and are improving the systemisation and efficiency of our workflow management," Mutual Trust chief executive Tim Hammon sa ...

CleverSuper launches SMSF platform

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... to bring advisers and self-managed superannuation funds (SMSF) closer together with the launch of a new administration platform. The service is available for a monthly fee and it provides advisers and trustees with an individual fund set up, full SMSF ...

Financial Synergy to release SuperStream-friendly platform

LAURA MILLAN  |  TUESDAY, 23 APR 2013
... Synergy announced today that it will be releasing an updated and SuperStream-friendly version of its Acurity administration platform. The release adapts the platform to Stronger Super legislative changes such as MySuper, SuperStream and Australian Taxation ...

Powerwrap acquires MWH Capital

MARK SMITH  |  THURSDAY, 21 MAR 2013
Independent administration platform provider Powerwrap has acquired financial services firm MWH Capital, it was announced yesterday. MWH Capital has a clearing and execution agreement in place with Pershing Limited, a subsidiary of BNY Mellon. Powerwrap ...

Hillross nudges $1bn in FUM

BEN COLLINS  |  TUESDAY, 15 JAN 2013
AMP-owned wealth manager Hillross Financial Services said yesterday it had notched-up over $1 billion in funds under management for its multi-manager investment option. Hillross managing director Hugh Humphrey said the $1 billion milestone for its Experts' ...

FoFA reforms dilute platform pricing power: Centurion

MARK SMITH  |  WEDNESDAY, 12 DEC 2012
Price pressure instigated by the future of financial advice (FoFA) reforms on planning licensees will be passed on to administration platforms and related services, according Centurion Market Makers' Chris Wrightson. The financial advice business broking ...