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Showing 101 - 110 of 311 results for "Automation"

Platform co-founder departs

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... what is now known as WealthO2 in 2015. In 2016, WealthO2 launched WealthO2 MDA and WealthO2 Managed Accounts to bring automation to compliance, execution processing, broker data connectivity, rebalancing and performance analytics. WealthO2's chief distribution ...

Class launches SMSF auditor tool

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
... independent auditor. "(The tool) will allow accounting practices to make the decision to work with an audit partner based on automation through technology integrations, in addition to other factors such as price and agreed service levels," Russell said. ...

BNY Mellon acquires Milestone

ELIZABETH MCARTHUR  |  FRIDAY, 9 JUL 2021
... efficiency and value for our clients." By acquiring Milestone, BNY Mellon said it will advance the digitization and automation of its core accounting and asset services, delivering increased accuracy and timeliness. "We're excited about becoming part ...

Pendal to use Calastone order routing

KANIKA SOOD  |  THURSDAY, 27 MAY 2021
... Throughout this process, Calastone has brought...valuable insights and expertise to ensure we are maximising the benefits of automation across orders and other operational functions," Pendal Group chief operating officer Justin Howell said. Calastone ...

Labor to push for YFYS stapling amendments

KANIKA SOOD  |  WEDNESDAY, 19 MAY 2021
... Australian Taxation Office which has maintained it is ready to implement manual stapling checks from July 1 ahead of automation via payroll providers from July 1 next year. "I still don't think it's going to get through parliament. [If only] ...

Catholic Super bank implements Temenos

KANIKA SOOD  |  MONDAY, 12 APR 2021
... about 90% of the applications via Temenos Infinity and Temenos Analytics which increase straight-through processing and automation, Temenos said. "For MyLife MyFinance, innovation means finding ways to create the best possible outcomes for our customers. ...

Clime revamps strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
... no longer a project, but already part of our operating rhythm," Clime said. The outcomes of the project include the automation of the renewal process for Clime Direct subscribers, launching an open wholesale advice solutions for Madison Financial Group ...

CFOs gain clout in ESG metrics

KANIKA SOOD  |  THURSDAY, 25 FEB 2021
... said. In this elite group of chief financial officers, Accenture pointed to three roles: economic guardians (such as, automation of traditional finance tasks and using cloud to identify new opportunities), architects of business values, and catalysts ...

New trading platform to launch

KARREN VERGARA  |  TUESDAY, 2 FEB 2021
The trading platform that encourages long-term investing backed by automation is gaining ground with a new generation of investors. Retail trading platform Pearler gives investors the option to invest how they please or set up an "autoinvest" strategy ...

Sayers hires tech experts, launches new unit

KARREN VERGARA  |  FRIDAY, 18 DEC 2020
... lead partner for analytics and cognitive technologies. He was also Australian lead partner in robotics and intelligent automation. Former Deloitte partners Kate Huggins, Maria Muir, Jerry Hsu, Ridhish Arora and Paul Jackson will also help build the tech ...