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Showing 141 - 150 of 387 results for "Portal"

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 ...

Advice group acquires software business

ALLY SELBY  |  TUESDAY, 2 JUN 2020
... self-licensed businesses," he said. "We are already making significant investments including the introduction of online adviser portal Centrepoint Connect and the development of AI-enabled practice management tool Centrepoint Adviser Intelligence." The ...

Open banking accreditation now open

ALLY SELBY  |  WEDNESDAY, 27 MAY 2020
... "to create a trusted data environment where encrypted data is only shared between approved participants; and to provide a portal where businesses can apply to be accredited". ACCC commissioner Sarah Court said the launch of the platform was the first ...

Pendal awards registry mandate

KANIKA SOOD  |  MONDAY, 18 MAY 2020
... exciting development for us and will provide investors with access to Boardroom's intuitive and easy-to-use online investor portal, alongside the added ability to apply for units in the Regal Funds via an online application tool," Regal said in its monthly ...

New course helps advisers recognise financial abuse

JULIA NEWBOULD  |  TUESDAY, 5 MAY 2020
... delivered online with the learning materials, video case studies and assessment all available via the Standards International portal. At this stage, it is estimated the course and designation will be available for around AUD$1355 (£697.) For those completing ...

Advisers adapt as crisis unfolds

ALLY SELBY  |  MONDAY, 20 APR 2020
... have lost their jobs, or are experiencing financial distress or cashflow issues." The firm has introduced an informative portal to assist advisers during this period. "We are taking a number of proactive steps to provide additional support, including ...