Search Results | Showing 91 - 100 of 387 results for "Portal" |
| | | ... the product, in addition to several financial advice firms that will be able to access it through the Vanguard Adviser Portal, to be rolled out in the coming months. "Not all of those will follow through, we know that. But we think a good number will ... |
| | | | ... integration with adviser software, and market leading portfolio construction tools. It will also feature a new employer portal completely integrated with clearing house, improved employer support and reporting, and simplified employee maintenance underpinned ... |
| | | | Fidante has a fresh look, unveiling a new brand, online offering and registry service. The new look includes a revamped logo in the colour green to reflect growth and prosperity. Meanwhile, the new website is cleaner, with a more personalised and user-friendly ... |
| | | | ... Heine said explained the technologies listed as "ones to watch out for." The report said 30.4% of firms have adopted client portal technology. Survey and client feedback tool usage has grown sharply with an increase of 57.8% from 46.7%, and a further ... |
| | | | The industry super fund has teamed up with Link Group to create a new cloud-based online portal, using real-time data to connect with members. The MemberAccess platform delivers on legalsuper's commitment to provide members with "the best online ... |
| | | | ... platform clients," Fryer said. The adviser services component includes criteria such as the quality of the platform's adviser portal and other digital tools, the process for buying and selling assets, business level reporting and client reporting capabilities ... |
| | | | ... "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 ... |
| | | | Hejaz Financial Services, a diversified provider of Islamic financial products has selected GBST to provide a suite of nine online calculators. The suite will be powered by GBST's Equate technology, and underpinned by Equate's Content Management ... |
| | | | ... 'FairRewards' feature which saw members rewarded for making purchases from both affordable and luxury brands through the member portal. It also had a 'Round Up' feature to boost super contributions and froze account fees when members ... |
| | | | ... provide a fully integrated technology solution across its Australian offices. Equity Trustees will also adopt TrustQuay Portal which will digitalise the end client experience and allow its TWS clients to access information on their trusts, funds and ... |
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