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Showing 1531 - 1540 of 1597 results for "Software"

ClearView to Coin software for planners

Coin Software Pty Ltd (Coin), a now wholly owned subsidiary of Macquarie Adviser Services, will supply planning software to MBF Group member, ClearView Retirement, under a deal that was announced yesterday. ClearView's head of technical support, Phil ...

InfoComp's 2005 romp

Boutique financial services IT specialist InfoComp has capped off the year with a string of mandate wins for its software platforms across the industry. During the year they won RBC who adopted their flagship platform Composer, Macquarie Management ...

PlanTech wins software mandate

PlanTech Consulting Group has been appointed by Centric Wealth to provide its adviser and risk research support software system. Centric Wealth is the recent merger of Berkley Group and Centrestone Wealth Advisers. Roy Agranat of Centric Wealth said ...

Coin ranked number one - again

Coin Software Pty Ltd has been awarded top ranking for the second consecutive year in Investment Trends' 2005 Competitive Analysis Report for Planning Software. The ranking comes after Investment Trends reviewed financial planning applications available ...

Australians will pay for ID fraud protection: Unisys

... from the US, the UK and Brazil. Nearly 50 per cent of those surveyed said that banks should regularly upgrade security software while 53 percent said they would like to receive information from financial institutions about banking security and fraud ...

FSP to use PlanTech software platform

PlanTech has announced it will provide the planning, CRM and practice management software platform for national dealer group Financial Services Partners (FSP). Tony Smith, PlanTech Consulting Group's CEO says the most important challenge facing advisers ...

Power of one through MLIM customised portfolios

... offering from Merrill Lynch Investment Management (MLIM). Called 'Customised Portfolio Service', MLIM has paired up with software group Praemium Portfolio Services to design a web-based service that allows clients to see the underlying stocks within ...

Sealcorp changes name to Asgard Wealth Solutions

... four brands namely the holding name 'Sealcorp', the 'Asgard' platform, the dealer group 'Securitor' and the 'Assirt' software. But Lloyd said that financial planners found that having several key brands made it "too complicated and difficult" for them ...

Financial Wisdom on target to exceed 400 advisers

... had the same vision for the future in terms of investment choice, client support and leading edge financial planning software." Barrett said that the group's success is based on their commitment to looking after their advisers. "Our future and long term ...

WA Government Super appoints Mercer

... the edge among a very competitive fund." Cole said that the GESB will benefit from Mercer's global investment team and software which enables insights and comparisons of fund managers, amongst other things. "GESB will benefit from the rigour and scale ...