Search Results | Showing 101 - 110 of 113 results for "Advice platform" |
| | | ... wealth management team. It will also provide institutions and IFAs with the ability to access Provisio's scaled advice platform as well as the complex advice solution of COIN Software. Rubik has also announced that it has entered into a placement agreement ... |
| | | | ... of XPLAN 2 that cemented IRESS in the top spot. "With the release of XPLAN 2, IRESS has produced an impressive advice platform that should support their strategy to take Australian developed planning technology to international markets," said Webster. ... |
| | | | ... (SBG) have entered a long-term strategic supply agreement where XPLAN will be deployed as SBG's next generation advice platform. Following a review of global solutions, incorporating a formal tender process, SBG selected IRESS' wealth management platform ... |
| | | | ... Commonwealth Private, which caters to high-net-worth clients, on integrating a solution for the bank using its advice platform XPLAN. The IRESS Portfolio System and the IRESS Order Management System are also part of the package which will arm advisers ... |
| | | | ... be finalised, we anticipate that opt-in will happen, one way or another, and it is our job to ensure that our advice platform software can help our clients manage the process efficiently and cost-effectively," Mr Knowles said. "Advisers who use XPLAN's ... |
| | | | The $4.4 billion CareSuper has launched 'Money Mentor', a 12-stage online advice platform for members. The fund said that Money Mentor would show members how to take control of their finances with information on a range of topics, from budgeting, insurance ... |
| | | | ... website a one-stop shop for advisers looking to do business online. Steve Barnes, head of online services and advice platform at MLC, said that adviser feedback of the new look MLC website unveiled in May has so far been positive. Next up, the company ... |
| | | | ... for its VisiPlan software. MLC initially licenced Visiplan five years ago as a core component of the company's Advice Platform. "What we're trying to do in all the systems we use is to make sure people are able to see the value of the advice that they're ... |
| | | | Aon Australia has recruited the head of MLC advice platforms, Pierre Kraft, to head up its Aon Wealth Management and Aon Financial Planning and Protection businesses. Stewart Fotheringham, Aon director, said Kraft brings leadership, technical and business ... |
| | | | ... include an Adviser Scholarship Program, options for how advisers can brand their business and access to MLC's advice platform, AdviserCentral. |
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