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Showing 91 - 100 of 174 results for "Administration platform"

Federation Alliance appoints acting CEO

STAFF WRITER  |  TUESDAY, 14 OCT 2014
... last year. The business was launched through a partnership with Australian Unity to provide an investment administration platform for financial advisers. It currently has in excess of $210 million in funds under administration and is receiving $25 million ...

ClearView launches new super product

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
ClearView Wealth Limited has launched a new super and pension product and introduced a new administration platform. The super and pensions product, WealthFoundations, offers 14 diversified and single sector Investment Portfolio Service (IPS) strategies ...

Link Group to buy Superpartners

JAMES FERNYHOUGH  |  TUESDAY, 23 SEP 2014
... announced they would enter a heads of agreement with Link Group "for the provision of a superannuation administration platform and the ancillary sale of Superpartners subject to due diligence." The announcement continued: "Link Group was chosen as the ...

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 ...