Search Results | Showing 91 - 100 of 427 results for "Automated" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... Standing, a slight increase from 97.5% in 2017. Robo-advice is deemed to be on the increase. Estimated assets under automated-advice services went up from £400 million in 2016 to £3.2 billion in 2019. FCA interim executive director of strategy and ... |
| | | | ... to be made to the regulatory framework to facilitate funds providing more guidance at retirement," the review said. "Automated or digital advice could be more accessible and affordable. The take-up of such advice is currently low, with people lacking ... |
| | | | ... compliance checks for 50 organisations globally. QInsure went live with FINEOS Claims in September 2019, which integrated and automated the workflow for claims across life, total and permanent disability (TPD), and income protection. Some of the functionalities ... |
| | | | ... obvious challenges, there has been minimal disruption to service provision," Brown said. "Although our industry is highly automated, there are exceptions. Asset servicing providers have needed to adapt to the social distancing and movement restrictions ... |
| | | | ... Optimizer (quantitative downside protection for investors), Self Investor (an online investment platform), StoryTeller (an automated reporting solution) and Robo Advisor offerings. With major structural shifts underway in the Australian wealth management ... |
| | | | ... monitoring their investments, ETF and share prices in Australian dollars and US dollars in the app. The orders will be automated and executed when the US share market opens without any broker or human intervention. The only delay to transfer funds between ... |
| | | | ... Asendium team on issues relating to corporate governance, commercialisation and international expansion. Asendium is an automated compliance document generation system for financial advisers. It was founded in 2019. |
| | | | ... firms," Peker said. "Powerhouses like Vanguard, Schwab, E*TRADE, and Fidelity already have well established in-house automated investment services, but continue to compete intensely on price and mobile platform improvements, while fintechs like Betterment ... |
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