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Showing 131 - 140 of 382 results for "Portal"

Netwealth appoints international custodian

KANIKA SOOD  |  TUESDAY, 29 SEP 2020
... Netwealth the first local wealth platform to sign up for Citi's Execution to Custody (E2C) platform, which combines in a single portal global execution, settlement and custody services, the custodian said. "We know our clients want greater access to ...

MLC Life restructures, appoints lead

JAMIE WILLIAMSON  |  WEDNESDAY, 23 SEP 2020
MLC Life Insurance is combining its group and retail life insurance divisions to better meet client needs, saying the current level of service is not acceptable. The group has also appointed a new executive team to lead the initiative. The life insurer ...

Westpac scraps SG direct debits

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 21 SEP 2020
... the process," he said. "With direct debit, the process is streamlined. This involves uploading a SuperStream file to a portal; with a little automation the SuperStream file can then be used to generate a direct debit on the employer account and the subsequent ...

Mainstream expands private equity offering

ELIZA BAVIN  |  WEDNESDAY, 9 SEP 2020
... partners to benefit from one complete system for accounting, CRM, investment and a configurable limited partner (LP) investor portal. The group signed Korea Development Bank Asia (KDBA) as its first APAC based client to be administered on Allvue (formerly ...

thedocyard details merger, proposes raise

ANNABELLE DICKSON  |  WEDNESDAY, 19 AUG 2020
... thedocyard successfully completed its initial public offering in February this year and went on to acquire the Athena Board portal. thedocyard chief executive Stuart Clout said the company is focused on building out its stable of technologies that make ...

Netwealth reports $43.8m in FY20 profits

KANIKA SOOD  |  TUESDAY, 18 AUG 2020
... flows at $9.1 billion, according to Strategic Insight, March 2020. In the year ahead, it is looking to add a mobile client portal app for advisers to use for their wealth management clients. It said it will strategically increase the spend on IT infrastructure ...

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
... planners and their clients. "For instance, planners currently give just 40% of their total client base access to an online portal, but they want to expand this capability to more clients, with 44% preferring all their clients to have online portal access." ...

Cbus brings digital assets in-house

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... MuleSoft, the fund has been able to increase member engagement. The fund has seen a 19% increase in unique users from its old portal to its new portal, as well as a 20% increase in conversion. "We've seen members engaging with the platform more now ...

Magellan to use BasisCode for trading compliance

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... modules for testing and certifications, risk assessment, Forms Studio, gifts and entertainment, whistleblower, document portal, robust reporting and a portal for ease of use and seamless interaction with employees," BasisCode said. BasisCode Personal ...

Industry fund appoints administrator

HARRISON WORLEY  |  TUESDAY, 2 JUN 2020
... members, employers, advisers and the fund's service teams with real-time access to transactions and data with an online portal. "In addition to our commitment to helping women and their families with improved retirement outcomes, we want to transform ...