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| | | ... the same time. "The opportunity for an adviser to have binding premium quotes with no re-keying into our own quoting software is tangible," he said. IRESS will continue to expand the number of life insurers with connectivity to Risk Researcher's premium ... |
| | | | ... will relocate to Hong Kong where Fidelity has had an office since 1981. The company also has an office in Beijing and a software development facility in Dalian. At present, Fidelity has three portfolio managers managing Chinese equity funds supported ... |
| | | | ... financial planners and accredited mortgage consultants. Some of these services include administration, technology systems software, education, training, communications and marketing support. Prior to AFG's appointment, AMP FP's mortgage aggregation needs ... |
| | | | ... experience for a fund member or adviser's client." This announcement comes after Kolbusz said the financial planning software provider had teamed up with two super funds to provide intra-fund technology in August this year. "We believe we have brought ... |
| | | | ... head of product and technology for Coin/ Web, following the resignation of Darelle Jenkins as managing director of Coin Software. The head of product and technology structure for different divisions already exists in other areas of the Macquarie business ... |
| | | | The heat is on for planning software providers to cater for advisers searching for more competitive alternatives to the marketplace's normal offerings from the main platform providers, said an industry expert. Gundeep Sidhu, managing director of AdviserLogic ... |
| | | | ... on Friday after an early rally, with investor enthusiasm waning ahead of corporate earnings reports next week and as software giant Microsoft reported a profit fall. The London FTSE 100 index defied the trend however and closed with a gain of 35.21 points ... |
| | | | ... (CRM), and e-commerce operational data. Companies use NetSuite to manage their key business processes, leveraging its software as a service (SaaS) design to access invoicing, customer records, inventory, and financial reporting from any internet-enabled ... |
| | | | Coin Software has signed a second three-year agreement with Suncorp Life. Suncorp Life includes Guardian Financial Planning, Cameron Walshe, Suncorp Corporate Agents and Suncorp Bank Financial Planners, which represents over 400 advisers and staff. ... |
| | | | ... Supercorp Australia is poised to unveil superMate, its next generation self managed superannuation fund administration software built on the technology of its current flagship product, SuperVisor II. The new offering extends the existing SuperVisor II ... |
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