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Showing 171 - 180 of 213 results for "M2 Group"

Præmium adds CRM service

MICHAEL HOBBS  |  TUESDAY, 21 OCT 2008
Portfolio administration provider, Praemium is helping financial planners monitor client relationships by adding SYNCRM's FPS software. SYNCRM's FPS centres on the Customer Relationship Management (CRM) service, which allows planners to customise and ...

Fund call centres the weakest link

RUTH LIEW  |  THURSDAY, 7 AUG 2008
Super funds call centres have proven to be the weakest link in a fund's marketing mix, new research shows. Despite being the main hub of communication between a fund and its members, call centres are far measuring their performance customer satisfaction ...

Uni students get Praemium help

RUTH LIEW  |  TUESDAY, 1 JUL 2008
Praemium Limited is teaming up with University of Sydney to give its maths students complimentary access to PrA|mium's portfolio administration service (V-Wrap) and market data system (p-Desktop). Praemium unveiled arrangements linking its services ...

Praemium raises $8m working capital

MICHAEL HOBBS  |  THURSDAY, 29 MAY 2008
Listed portfolio administration provider Praemium Limited has received an $8 million cash injection to fund the firm's future working capital. The firm issued 20 million new ordinary shares at 40 cents per share to institutional and sophisticated investors ...

Praemium upgrades p-Desktop

RUTH LIEW  |  TUESDAY, 13 MAY 2008
Online portfolio administrator PrA|mium Limited has improved its services by upgrading its market data service p-Desktop to include Order Management and Portfolio Review tools. Full service broker Evans & Partners has been first to sign up to this extended ...

Præmium tackles UK SMAs

RUTH LIEW  |  TUESDAY, 1 APR 2008
Listed portfolio administration provider PrA|mium Limited is one step closer to establishing its UK business as the Financial Services Authority approved the new legal framework for Smartfund - its British adaptation of the Separately Managed Account ...

Snowball boosts FUA by $300m

MICHAEL HOBBS  |  WEDNESDAY, 27 FEB 2008
Snowball Group has posted it half year results with a boost in funds under advice by $300 million to $4.9 billion over six-month period to December last year. The company's earnings before interest and tax (EBIT) increased 27 per cent to $5.1 million ...

Bell Financial Group to buy Tricom

RUTH LIEW  |  TUESDAY, 19 FEB 2008
Bell Financial Group announced today that it has signed a heads of agreement to acquire 100 per cent of embattled futures broking firm, Tricom Group. "Should all conditions precedent be satisfied, Bell Financial Group would provide a capital infusion ...

Direct equities gain ground in platforms

MICHAEL HOBBS  |  FRIDAY, 18 JAN 2008
Fund managers can't afford to be complacent after leading platform groups noted a marked shift of fund flows to direct equities instead of managed funds. Anthony Waldron, superannuation and investment manager at MLC, said that while inflows into their ...

City Pacific to buy MFS

MICHAEL HOBBS  |  TUESDAY, 15 JAN 2008
Financial services provider, City Pacific has placed a $1.33 billion offer for funds management and advisory provider, MFS Limited. The offer includes the issue of 225 million new shares to MFS shareholders, assuming each share City Pacific receives ...