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Showing 151 - 160 of 387 results for "Portal"

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... one of the coolest pieces of tech we use is called FileInvite." This software provides Brady's clients with a secure portal to upload all their required documentation, while her team can see what the client has filled out, any notes they have made ...

Zenith boosts Mosaic offering

HARRISON WORLEY  |  MONDAY, 16 MAR 2020
Zenith Investment Partners has unveiled the latest major update to its flagship research portal Zenith Mosaic, allowing financial advisers to compare investment products side-by-side. Zenith has rolled out an update to Zenith Mosaic which enables the ...

Praemium expanding in UK, growing managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 10 FEB 2020
... Ohanessian said that 2019 was a "transformational" year for the company. An upgrade to its managed accounts platform and digital portal for financial advisers were touted by Ohanessian as highlights. "I want to draw particular attention to an important ...

SMSFA slams limited licensing

HARRISON WORLEY  |  THURSDAY, 9 JAN 2020
... consumers," Maroney said. Additionally, the association's submission is calling for the ATO to allow greater access to its portal for licensed advisers, who currently have no means for accessing ATO portal information directly from the tax office. "Currently ...

Wealth manager launches new platform

ELIZA BAVIN  |  THURSDAY, 12 DEC 2019
... through modern digital platforms. Online services will be provided through a digital funds administration and registry portal powered by Link Group, which allows investors to make contribution and redemption requests, update their personal contact details ...

Calastone wins mandate

KANIKA SOOD  |  TUESDAY, 10 DEC 2019
A registry provider that represents 42 fund managers has integrated with Calastone's reporting solution. OneVue's 42 clients that are trading with platforms through Calastone will now be able to send monthly statements of holdings and transactions to ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... near future is to enable clients to engage with their own personal, interactive, real-time financial plan, in a secure portal or on a smartphone app," FPA head of policy and standards Ben Marshan said. "It's about 'breaking paper' - we must utilise the ...

Morningstar to cease in-house credit research

KANIKA SOOD  |  MONDAY, 25 NOV 2019
... the changes, BondAdviser's research will be available on Morningstar's platforms including the Adviser Research Portal (ARC). Morningstar distributes its credit research to large adviser groups, often packaged with the firm's equity research. ...

No plan to cut out advisers: SPDR chair

KANIKA SOOD  |  MONDAY, 18 NOV 2019
... Ross told Financial Standard. This is in contrast to Vanguard which last week said it was updating its direct-to-investor portal and separately, entering superannuation. State Street has been in Australia for close to two decades now and launched the ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... projects that AdviserLogic is looking at right now are: building adviser efficiency dashboards for licensees and a client portal for advisers to engage with their clients, according to Wickham. "Joining forces with Morningstar will accelerate the development ...