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Showing 91 - 100 of 106 results for %22Adviser Technology Needs Report%22

Praemium upgrades V-Wrap

COMPANY RELEASE  |  TUESDAY, 1 JUN 2010
... level. Praemium's group chief executive, Arthur Naoumidis said the streamlined V-Wrap comes after actively surveying the adviser market regarding how best to provide services which both assist and support. "Our findings recognised that advisers do have ...

New website for Macquarie advisers

COMPANY RELEASE  |  WEDNESDAY, 24 MAR 2010
Macquarie Adviser Services has launched a new adviser website as part of a tech initiative for intermediaries to help them improve their business. The head of Macquarie Adviser Services, Tony Graham, said the portal was part of a staged program to provide ...

Coin upgrades SoA services

COMPANY RELEASE  |  THURSDAY, 18 FEB 2010
... spent on manual editing thanks to the increased automatic population function," said Robert McCabe, head of product and technology for Coin / Web. There are also updates on template wording, according to a press statement. The template wording that reflects ...

Planner software innovations to pressure platforms

COMPANY RELEASE  |  WEDNESDAY, 28 OCT 2009
... "A key feature of the AdviserLogic solution is the simplicity of the home screen interface that can be customised to the needs of advisers, plus the ability for clients to access and view their files and update personal information and details is a real ...

Lateral Thinking selects Powerwrap

COMPANY RELEASE  |  TUESDAY, 29 SEP 2009
... providers," said Powerwrap chief executive, Andrew Varlamos. Varlamos said Powerwrap will continue working with Praemium, its technology partner, to meet the needs of planning and accountancy practices. Lateral Thinking's managing director, Paul Huggins ...

Coin partners Lonsec research

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
... fund, will also be available. Integrating Lonsec's research reports into the software will cut the amount of data entry that needs to be re-keyed, which saves time when preparing statements of advice (SoA). "By integrating Lonsec's research into Coin ...

Better insurance tech from IRESS

COMPANY RELEASE  |  THURSDAY, 16 JUL 2009
... confirmed "the report revealed that advisers sought further development and improvement from life insurers and adviser technology in a number of key areas including data feeds, accurate productcomparisons and pre-populated online applications". This ...

XPLAN tops planners' list

RUTH LIEW  |  TUESDAY, 3 MAR 2009
... choice among financial planners for the fourth year running, according to the latest 2008 Investment Trends Planner Technology Report. XPLAN was ranked first among major planning applications including plan production for clients with complex requirements ...

Planners champion risk advice

RUTH LIEW  |  THURSDAY, 19 FEB 2009
... their practice revenue from risk products - a 30 per cent jump from 2007. According to the latest planner risk and risk technology report by Investment Trends, which surveyed over 1,300 advisers, nearly 26 per cent of a financial planning firm's practice ...

Consultum pumps $1m into tech

RUTH LIEW  |  MONDAY, 17 NOV 2008
... advisers who consult on the latest software enhancements in order to provide feedback and thereafter prioritise according to adviser requirements. These enhancements are then customised to be shared across the adviser group. The XPlan Software Solution ...