Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 181 - 190 of 397 results for "Portal"

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 ...

Kyckr improves platform

ELIZABETH MCARTHUR  |  MONDAY, 6 MAY 2019
... Regulatory technology company Kyckr has launched a new digital platform which it expects will result in significant online portal growth. Kyckr provides Know Your Customer (KYC) products for financial services firms. These products allow companies to ...

Admin change leaves super fund members in the dark

KARREN VERGARA  |  WEDNESDAY, 1 MAY 2019
... "We aim to provide excellent service and quality for our members and shortly they will be able to access our new online portal," she said. "Together with Mercer, we are working furiously to resolve the issues to ensure the digital experience is resto ...

Super startup to relaunch

HARRISON WORLEY  |  TUESDAY, 30 APR 2019
... Round Ups, Top-Ups and "FairRewards", a system designed to see members rewarded for making purchases through their member portal with affordable and luxury brands "that care". The fund's Round Ups feature will work similarly to existing round up ...

Superannuation fund drops fees

KARREN VERGARA  |  TUESDAY, 23 APR 2019
... DIO provider is withdrawing from the market in mid-2019. "OneVue Wealth Services Limited will offer a new-look DIO online portal with a reduced monthly DIO administration fee for members," it said. CareSuper appointed Mercer as its administration partner ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... efficiency and compliance automation." XPLAN has actively released new functionality to improve user experience and released a portal to help advisers develop their client service proposition and optimise efficiency in their practice process. Practifi ...