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Showing 111 - 120 of 330 results for "Automation"

AMP hands down tech mandate

KARREN VERGARA  |  THURSDAY, 10 MAR 2022
... Technologies forged the partnership with AMP to deliver digital and administrative capabilities, promising high levels of automation and straight-through processing. SS&C said its Bluedoor technology will improve advisers' efficiency and help them manage ...

SuperConcepts refreshes SuperMate

CHLOE WALKER  |  FRIDAY, 25 FEB 2022
... and the new SuperMate, should they wish". According to SuperConcepts, SuperMate users will have access to powerful automation and time-saving features, including document extraction tool, DataHero, which provides enhanced transaction automation. Providing ...

New operations chief for advice tech start-up

CHLOE WALKER  |  FRIDAY, 4 FEB 2022
... officer. Taylor, who was previously business manager at Trapeze Group and led the Asia Pacific division of global event automation platform Certain, will spearhead iFactFind's transformation to a modern Software as a Service (SaaS) business and foray ...

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... expect improved investment selection processes and managed accounts offering. Advisers can also benefit from increased automation, greater speed and accuracy, and the integration of the platform with other software, he said. "Financial planning software ...

State Street, Vanguard complete world first blockchain trade

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 DEC 2021
... Assembly, Symbiont's distributed ledger technology. This new technology could theoretically bring post-trade workflow automation and efficiencies and reduce counter-party credit risk in the over-the-counter currency market. "State Street Digital is incredibly ...

AMP North further expands menu

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... reflect growing appetite among advisers and their clients for exposure to industries such as artificial intelligence, automation, robotics and battery technology, AMP director of platforms Edwina Maloney said. In 2021 the platform added more than 140 ...

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 ...