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Showing 101 - 110 of 382 results for "Portal"

Wealthy overlook digital experience

KARREN VERGARA  |  TUESDAY, 14 DEC 2021
... survey, conducted with Investment Trends, suggests a minority of high-net-worth investors (11%) access an online digital portal and even less use a smart device app (6%) or investment platform (6%). More than half prefer to look at their portfolio's ...

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
Iress' inaugural Advice Efficiency Survey reveals that more than 70% of advice practices forecast growth over the next three years. The survey, commissioned by Iress alongside practice development consultancy Business Health, conducted the research ...

ASX moves to paperless CHESS statements

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... ditch paper-based CHESS statements and move to electronic means by mid-December. Investors will soon be provided with a portal that records share ownership and confirmation of changes to CHESS holding details, including an archive of statements that ...

Netwealth proposes merger with Praemium

ANNABELLE DICKSON  |  TUESDAY, 2 NOV 2021
... merger would deliver an accelerated customer experience and product offering through the integration of Netwealth's tech portal alongside Praemium's investment portfolio reporting and non-custodial administration. "Netwealth is confident that the proposed ...

Active Super revamps digital experience

JAMIE WILLIAMSON  |  WEDNESDAY, 13 OCT 2021
... offering. To make it easier for members to manage their superannuation, Active Super streamlined the design of its member portal and increased functionality alongside more stringent security measures. This includes multi-factor authentication for greater ...

ClearView launches risk product suite

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
... services company will also unveil its new life insurance platform in October, which will include a new adviser and customer portal, policy administration system and underwriting rules engine. General manager of transformation Nadine Gooderick said the ...

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... elements as well, electronic signatures and presenting the client's full financial network in a digital engagement portal." advice intelligence chief executive Jacqui Henderson agreed and said, particularly at the given moment where Zoom meetings ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... and mobile-first. "Many advisers agree. Today almost one in three (27.9% from 22.0% in 2020) advice firms have a client portal with another one in 3 (35.1%) planning to get one in the next 24 months," the report read. "Client portals evolve the client-adviser ...

Evergreen launches RI index

ANNABELLE DICKSON  |  WEDNESDAY, 18 AUG 2021
... Instead, if they wish to, they can subscribe to the ERIG Index website and utilise the analytics tools available via the portal and highlight the ERIG Index Quartile Ranking assigned to their fund," Ashton said. "Evergreen is also conscious of the need ...

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform plugs in with FYG's systems to help advisers automate business workflows and produce data-driven ...