Search Results | Showing 121 - 130 of 387 results for "Portal" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... the fact that there are only five major group life insurers, it should be possible in the future to develop an industry portal to handle group life data more efficiently, Rice Warner said. |
| | | | ... months, we have appointed a new head of membership services, and have commenced work on delivering a new members resources portal." The portal will include training videos and webinars to assist members in dispute resolution and encourage them to interact ... |
| | | | AMP has updated its approved product list (APL), allowing aligned financial advisers to recommend an enhanced suite of insurers. The new APL includes AIA, BT, MetLife, OnePath/Zurich and TAL. BT and MetLife are the two new additions. And, for the first ... |
| | | | ... able to combat this affordability challenge. He used the example of having clients upload their information to a client portal ahead of a first meeting with a financial adviser, saying some businesses found this could save hundreds of hours of work. ... |
| | | | ... benchmark two years in a row will be barred from receiving new members and listed as underperformers on a new YourSuper portal until they pick up their performance. Credit Suisse said 20% of AMP's funds under administration are from corporate super ... |
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