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Showing 181 - 189 of 189 results for "Interface"

Financial Synergy scoops ESSB deal

... distribution of ESSB pension incomes and will streamline everyday administration tasks thanks to the software's intuitive user interface and automated workflow process. Michelle Baltazar

Macq Wrap clocks up $20bn

HAMISH MADDEN | WEDNESDAY, 30 AUG 2006

Macquarie has announced that its Macquarie Wrap has swollen to $20 billion in funds under administration on the back of $2 billion in growth over the past six months. Director of Macquarie Adviser Services, Giulio Russo, was pleased with the recent ...

Praemium to access UK's wealthiest through Lloyd's

KATE HAGE | MONDAY, 28 AUG 2006

... in using the group's PAS offering for their taxation group, which deals with the tax affairs of Lloyd's members. "The interface opportunity with some of the UK's biggest accounting firms is also a key part of the deal," he said. Preamium chairman, Don ...

Praemium joins forces with IWL and Coin

HAMISH MADDEN | TUESDAY, 23 MAY 2006

... Financial Software in a bid to streamline account administration and management. Using the non-proprietary External Platform Interface (EPI) standards, Praemium will team with IWL and Coin to integrate clients' separately managed accounts (SMAs) and ...

Take CARE with your corporate super

... "A dedicated client partnership manager will [also] be able to look after many requirements, including payroll system interface, policy committee support and regular education services for employees. Reporting services can also be developed according ...

Bluestone Mortgages targets brokers with online application system

... accelerate the application process and at the same time allow brokers to provide instant advice for their clients. The interface also includes online calculators, conditional assessment tools and approval functions. "Customers [and their brokers] do ...

Sunsuper and MLC roll out clearinghouse facilities

... those options their default fund. MLC will use ADP's Electronic Payment Services (EPS), which will provide an online interface for clients to upload choice contribution data. "Research commissioned by MLC has shown that 67 per cent of employers plan ...

Morningstar launches next phase of its Adviser workstation platform

... analysis of client portfolio management by displaying all of a client's contact and portfolio information in a single interface allowing easier portfolio monitoring, management and communication. Advisers will also be able to manage multiple clients ...

Updated super admin platform hits the shelves

... products, the Acurity software features a fully integrated eCommerce solution, Acurity Online, and an extensible user interface," the group said in a statement. Financial Synergy managing director David Orford said after the current round of implementation ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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