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Showing 101 - 110 of 314 results for "Automation"

Milestone Group launches valuation tool

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... initially focus on valuing US securities. "The solution addresses a neglected area across the market in terms of meaningful automation both for the operational teams and the pricing committees respectively," Proctor said. Milestone Group president Geoff ...

Aussie neobank partners with crypto exchange

ELIZABETH MCARTHUR  |  MONDAY, 6 SEP 2021
... Markets customers, initially via access to a corporate cash management account with real-time notifications and payment automation. In the coming months, Volt said, BTC Markets will invite its customers to open Volt bank accounts, allowing customers ...

Franklin Templeton appoints unit registry provider

KANIKA SOOD  |  MONDAY, 16 AUG 2021
... administration Richard Harris-Smith said the partnership will support the fund manager's drive for greater performance, automation, and access to distribution. "Our solution is tightly integrated with custodian services ensuring a seamless experience ...

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 ...