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Showing 121 - 130 of 435 results for "Automated"

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... look at leaning up your practice; what things do you really need in your business, what can be outsourced, what can be automated," she said. "We know the cost of delivering advice has gone up, but if we can lean on technology and genuinely embrace it ...

Cash management account to shutter

KANIKA SOOD  |  FRIDAY, 27 MAR 2020
... around May 29. CFS and Bankwest are reminding clients to expect longer-than-usual withdrawal periods, and to reset their automated transactions. The product was offered by BWA Managed Investments (BWAMI), which is a specialist cash management business. ...

Iress swoops on UK pension researcher

HARRISON WORLEY  |  WEDNESDAY, 18 MAR 2020
... BC Gateways' in January. At the time, Walsh said BC Gateways met the financial services' demand for cost-effective, automated and compliant technology. "BC Gateways has laid a strong foundation with its platform and its blockchain use-case, and we are ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... is a privately-owned wealth management platform established in 2015. Services include managed discretionary accounts, automated record of advice for non-discretionary managed accounts, wholesale managed funds, superannuation and pension portfolios.

SMSF data misleading: BGL

ALLY SELBY  |  FRIDAY, 31 JAN 2020
... the CPI did not reach the level where the $1.6m pension cap was indexed" he said. "The inability of the ATO to provide automated (API) access to pension balances looms as a huge problem for the industry. "If the current method of indexation remains law ...

Iress invests in blockchain

ALLY SELBY  |  TUESDAY, 7 JAN 2020
... is workable for financial institutions," he said. Walsh said BC Gateways met the industry's demand for cost-effected, automated and compliant technology. "BC Gateways has laid a strong foundation with its platform and its blockchain use-case, and we ...

Cost savings, RC boost digital advice

JAMIE WILLIAMSON  |  MONDAY, 16 DEC 2019
... arms. "Upon publication of the Hayne Royal Commission report, Decimal recorded a significant increase in the number of automated compliance checks triggering advice warnings and adviser referrals, demonstrating effective implementation of compliance ...

Calastone wins mandate

KANIKA SOOD  |  TUESDAY, 10 DEC 2019
... holdings and transactions to enabled platforms on the Calastone network, the network said. As a result, Calastone has now automated over 60% of monthly reports issued by fund managers on its network. "Calastone's interoperable reporting solution converts ...

Cashwerkz, Complii partner to automate compliance

ALLY SELBY  |  TUESDAY, 3 DEC 2019
... ensuring ongoing compliance is carried out at both client and organisational levels. The digital platform also creates an automated end-to-end capital raising solution for both retail and institutional clients. Executive chair at Cashwerkz John Nantes ...

Trustee firm expands into fund administration

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2019
... Kingston said. "A significant portion of these costs arise from fund administration which should be straight-through automated processes supported by capable and efficient customer service and member administration staff." Administration in Australia ...