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Showing 161 - 170 of 387 results for "Portal"

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 ...

Super fund launches adviser portal

ELIZABETH MCARTHUR  |  TUESDAY, 20 AUG 2019
A $3.9 billion superannuation fund has launched a new digital portal to better support financial advisers. WA Super has rolled out the new capability, saying the portal will allow advisers to view clients' details in real time. WA Super said so ...

OnePath enhances OneView Life

HARRISON WORLEY  |  THURSDAY, 15 AUG 2019
OnePath has moved to enhance the abilities of financial advisers using its OneView Life client management portal. Advisers using OneView Life can now quote increases to their client's existing OneCare cover online, streamlining the service to ensure ...

NEOS Life partners with insurance tech firm

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2019
... NASDAQ-listed Ebix has deployed several functionalities for the start-up in just nine months. This includes implementing an adviser portal; a CRM and sales administration platform; reinsurance reporting; as well as help it integrate with the underwriting ...

Consultancy launches virtual business coaching

HARRISON WORLEY  |  TUESDAY, 30 JUL 2019
... now head online for help from Elixir Consulting. Elixir Consulting launched Evolve Alliance, a virtual business coaching portal for financial advisers in Australia without the time to access the firm's direct business coaching support. Combining a business ...

REI Super announces new partnership

ELIZABETH MCARTHUR  |  FRIDAY, 12 JUL 2019
... Laneway Analytics is a data analytics fintech with a data insight platform called Provident Lane and an AI-drive analytics portal. REI Super will complete the rollout of the Laneway Analytics platform within a one month timeframe. Under the new arrangement ...