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Showing 151 - 160 of 382 results for "Portal"

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 ...

Adviser tampered with MySuper

ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
... he sent emails and texts to clients regarding the same issue. He then instructed a staff member to log into the adviser portal of the Aon Master Trust website and make investment choices on behalf of clients who did not respond to the letter, email or ...

Industry fund awards admin mandate

HARRISON WORLEY  |  MONDAY, 28 OCT 2019
... and date for fund stakeholders, including members, employers, advisers and the fund's own service teams via an online portal. IRESS chief executive Andrew Walsh said the move was indicative of the super sector's recent tilt towards technology ...

Industry embraces Mental Health Month

ELIZABETH MCARTHUR  |  TUESDAY, 1 OCT 2019
... thing during mental health month, providing information to staff on mental health through something like a mental health portal along with information about support services like Lifeline can make a huge difference. "Providing that information that people ...

Wealth manager awards tech mandate

JAMIE WILLIAMSON  |  TUESDAY, 10 SEP 2019
... consolidated single view of our clients' overall wealth position, enable clients to access an intuitive and engaging portal to their portfolios, provide timely and accurate reports to our clients, and create significant time and cost efficiencies ...

Midwinter acquired by Bravura

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
Bravura Solutions has acquired financial planning software provider Midwinter for $50 million. For a total consideration of $50 million, Bravura has entered into an agreement to acquire Midwinter Financial Services, one of the leading providers of financial ...