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Showing 91 - 100 of 435 results for "Automated"

ATO quizzed on readiness for stapling

KANIKA SOOD  |  FRIDAY, 9 APR 2021
... employee." However, when questioned on how many such manual checks ATO expected in the one year until the process is automated, Evans said ATO has no modelling. "We don't have an estimate in terms of volume but there are a number of factors that ...

Class chief financial officer exits

ELIZA BAVIN  |  WEDNESDAY, 10 MAR 2021
... the growth of Class for customers and shareholders. "I am proud of the progress we are making to create a more simple, automated and connected world for our customers," Day said. "There are many great opportunities for growth ahead of Class, which I ...

Australia to echo UK advice growth

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated advice. Intelliflo chief executive Nick Eatock said it will be providing a broader range of solutions as it integrates its five ...

Goldman Sachs launches robo-adviser

KARREN VERGARA  |  FRIDAY, 19 FEB 2021
... opportunities for growth and won't be tied to the fate of a single stock," the website shows. The functions that are automated include the portfolio recommendation tool, account monitoring and rebalancing. "However, there is frequent human involvement ...

J.P. Morgan dominates custody market

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... approaches to improve efficiency, contain risk and minimise the potential for disruption. "Overall, the industry is highly automated, but a small proportion of asset types present challenges in normal times which are amplified through pandemic interruption," ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated advice. Centrepoint Alliance chief executive Angus Benbow said the agreement comes as the firm has been receiving enquiries ...

Milestone launches asset allocation tool

ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
... pControl's Investment Operations solution provides Investment Book of Records (IBOR) capabilities and middle-office automated cash allocation, rebalancing and unitisation. Milestone Group's managing director for APAC Marian Azer said within the region ...

Technology a tool not a threat: Avaloq

ANNABELLE DICKSON  |  THURSDAY, 17 DEC 2020
... respondents noted that the role of technology will not replace their job but make actions like settlements or payments easily automated. Avaloq group chief service delivery officer Michael Pahlke said smart automation will deliver material advantages ...

OneVue expands access on Xplan

ANNABELLE DICKSON  |  THURSDAY, 17 DEC 2020
... sell and report all managed funds on the registry through Xplan. The access will give fund managers and advisers an automated service from existing technology to reduce risk, cost and time to market. OneVue chief executive officer for fund and platform ...

Iress scores dealer group mandate

JAMIE WILLIAMSON  |  TUESDAY, 8 DEC 2020
... currently has 75 financial advisers on its books servicing about 9000 clients. "Iress has enabled FYG to move towards an automated risk-based compliance model, allowing us to monitor all advice activity for key risks and using this as quantitative inputs ...