Search Results | Showing 131 - 140 of 382 results for "Portal" |
| | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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." ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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