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Showing 161 - 170 of 382 results for "Portal"

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 ...

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... engagement tools of their planning software. "This desire is also reflected in their interest in widening their online client portal capabilities. Almost all planners (94%) believe their clients can benefit from access to an online portal, most often ...

NAB looks to boost fintech

ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
... Israel and CIBC will move into fintech with the introduction of the Global Alliance Fintech Link. The Link is an online portal developed to help drive client-focused innovation by facilitating collaboration between the banks and financial technology ...

Zurich launches new client portal

ELIZABETH MCARTHUR  |  FRIDAY, 24 MAY 2019
Zurich has launched a new on demand, self-serve portal for life insurance, superannuation and investment clients. The My Zurich portal will offer a new level of engagement for clients, which Zurich said will drive greater adviser efficiency and streamline ...

Calastone blockchain goes live

KANIKA SOOD  |  TUESDAY, 21 MAY 2019
The global funds network that has transacted for over 1100 funds in its Australian network has gone live with blockchain-powered infrastructure. Calastone has migrated 1800 customers from 41 markets to the new distributed market infrastructure (DMI). ...

Midwinter acquires InvestmentLink

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
Midwinter announced changes to its leadership team after completing the acquisition of financial planning software provider InvestmentLink. InvestmentLink contains over 4.4 million client accounts across 300 superannuation and managed funds. It has ...