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Showing 111 - 120 of 382 results for "Portal"

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 ...

Guild Super chooses new administrator

ELIZABETH MCARTHUR  |  THURSDAY, 22 APR 2021
... will be able to receive electronic communication from the fund. From April 27 to May 1, members will find that the online portal has limited functionality as the fund transitions to a new administrator. There may continue to be some processing delays ...

ClearView bolsters team

ELIZABETH MCARTHUR  |  TUESDAY, 30 MAR 2021
... key transformation projects underway including a new policy administration system, underwriting rules engine and adviser portal," ClearView general manager, life insurance Gerard Kerr said. "We are extremely fortunate to have Nick on board to lead the ...

Client communication investment needed: Research

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
Asset managers are struggling to get a handle on client communication demands, believing it does not lead to revenue generation, new research shows. Investment management solutions provider SimCorp surveyed 20 buy-side firms globally and found 65% believe ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
International wealth management firm Connectus Wealth Advisers is set to roll out a new program aimed at increasing adviser efficiency, driving scale and enhancing the client experience and outcomes. Connectus, which is owned by NASDAQ-listed Focus ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... making significant investments in technology including the acquisition of Enzumo, the introduction of an online adviser portal, Centrepoint Connect, and the development of the Centrepoint Practice Dashboard tool," he said. "We believe Intelliflo's technology ...