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Showing 121 - 130 of 427 results for "Automated"

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 ...

Industry fund awards admin mandate

HARRISON WORLEY  |  MONDAY, 28 OCT 2019
... technology mandate to IRESS. ESSSuper has signed an agreement with IRESS which will see the technology firm install an automated administration service - Automated Super Admin - for the super fund, which will help to deliver savings and sustainable efficiencies. ...

Recreo, Mine Super enter the cloud

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2019
... named OneTrust, can manage a range of schemes, including defined benefit and defined contribution plans and features automated workflows. Andrew Bain, chief executive of Recreo said: "Today we have delivered a cutting- edge technology solution into a ...

Industry Fund Services adopts regtech solution

KRISTI CHENG  |  FRIDAY, 13 SEP 2019
... effectiveness. Instead of a traditional, manual compliance review of only a sample of client financial planning files, an automated pre-assessment of up to 100% of files will now be possible. Advice Regtech said it will vastly improve the volume of files ...

Court dismisses Westpac lending practice case

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... properly assess whether borrowers could meet repayment obligations before entering into home loan contracts. Westpac's automated system used a benchmark called the Household Expenditure Measure or HEM to assess consumer expenses failed to account for ...

Subscription advice brings in US $1 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... invest should be no different." The subscription offering from Schwab is designed for clients who want a combination of automated portfolio management and comprehensive financial planning. The firm said clients from a wide range of demographics with ...

AustralianSuper, Link renew mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUN 2019
... with two options for the fund to roll for an additional year each. The services Link will continue to provide include automated back office processing, contact centre operations and insurance claim processing. Link will also provide data and cybersecurity ...

Suncorp Super faces action over adviser pay

JAMIE WILLIAMSON  |  TUESDAY, 4 JUN 2019
... a new fee-free account for them in order to pay their refund. An administrative error saw these individuals sent an automated welcome message and Suncorp is now in the process of contacting those impacted to apologise.

Macquarie Securities cops ASIC penalty

KANIKA SOOD  |  MONDAY, 3 JUN 2019
... person on whose instructions Macquarie was acting) and intermediary (AFSL number of an intermediary using Macquarie's automated order processing system). "The MDP emphasised that the provision of accurate regulatory data enhances market transparency ...