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Showing 111 - 120 of 387 results for "Portal"

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 ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
The platform launched a client portal app for financial adviser clients in a bid to improve client engagement. The app allows clients to view overall portfolio performance and asset allocation across their entire portfolio. Aside from simple charts ...

SocietyOne launches portal, hires

ELIZABETH MCARTHUR  |  MONDAY, 5 JUL 2021
Digital finance platform SocietyOne has launched a new broker portal and made several key appointments. The new broker portal features a 'quick quote' and secured loan option, which the company said should allow brokers to find a rate for their client ...

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
... group. Looking to the future, Asendium will add on an audit report, enhanced questions, integrated data feed and a client portal.

ClearView appoints head of life strategy

KANIKA SOOD  |  MONDAY, 3 MAY 2021
... program is the delivery of an integrated life insurance policy administration system, underwriting rules engine and adviser portal to coincide with the launch of a new life insurance offer in the second half of the year," ClearView said on May 3.

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
Midwinter Financial Services has integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities ...