Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1291 - 1300 of 1574 results for "software"

Financial Simplicity launches Open Edition

RUTH LIEW  |  THURSDAY, 19 JUN 2008
... currently working with a number of others to enhance them with managed account functions. The group said a number of other software companies are also examining the integration of Financial Simplicity Open Edition into their registry and back-office ...

Lincoln to launch more 'golden rule' funds

MICHAEL HOBBS  |  TUESDAY, 17 JUN 2008
... company balance sheets. The investment strategy is available to retail investors via the firm's StockDoctor computer software which provides up to date information and performance analysis on Australian companies.

MLC adopts straight through processing

RUTH LIEW  |  TUESDAY, 27 MAY 2008
... Data Exchange platform - a two-way data feed between advisers and MLC which ensures the adviser's financial planning software is kept up to date. Information such as personal details, account balances, transactions and insurance details are made available. ...

Investment Trends names top SMAs

RUTH LIEW  |  TUESDAY, 20 MAY 2008
... SMA Benchmarking and Technology report. BlackRock, who was also named last year's number one provider along with its software partner Praemium, remain the top firm in the space, while new entrant MLC MasterKey Custom Adviser Managed Accounts (AMA) snagged ...

Advisers change tack on life insurance

MICHAEL HOBBS  |  THURSDAY, 15 MAY 2008
Smarter planning software programs have triggered a fundamental change in how financial advisers provide life insurance to clients, according to an Investment Trends report. The report surveyed 1,600 advisers in November last year and found that of ...

The carbon cost of investing

RUTH LIEW  |  THURSDAY, 15 MAY 2008
... access to Trucost data while analysing the carbon impacts of portfolios using holdings-based style and risk analysis software. Trucost's model combines greenhouse gas emissions and financial data to calculate the carbon intensity of portfolios. The carbon ...

IRESS to provide mortgage analytics

... their clients choose the right mortgage can now take that service in-house after one of the country's dominant planning software group IRESS, owner of Xplan and VisiPlan, acquired mortgage analytics provider TransActive Systems. Traditionally, advisers ...

Super SA and Bravura signs deal

RUTH LIEW  |  THURSDAY, 8 MAY 2008
... superannuation fund has prolonged its ePASS contract and the use of the Members and Employer modules with Bravura. The software will be used in the fund's back office, providing its call centre with a consolidated view of members' details, user-friendly ...

Macquarie Adviser appoints marketing head

RUTH LIEW  |  WEDNESDAY, 7 MAY 2008
... its financial planning clients. "These include Macquarie Wrap and the Cash Management Trust, Coin Financial Planning Software, FutureWise insurance offerings and Macquarie Professional Series investment funds," said Neil Roderick, head of Macquarie Adviser ...

CFP and Fin Wisdom upload Provisio

Ward Financial Group, part of Commonwealth Bank-owned dealer group, Financial Wisdom, has developed a software designed to reduce the onerous number crunching involved in Transition to Retirement (TTR) strategies. Provisio, developed by Barry Ward from ...