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Showing 201 - 210 of 397 results for "Portal"

Industry fund finds new advice tech partner

JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
... enhance face-to-face and phone-based financial advice services. It is also using Midwinter's client engagement tool, Client Portal. BUSSQ relaunched its financial advice arm as Skylight Financial Solutions last year, providing advice on all topics, both ...

Blockchain comes to managed funds

KANIKA SOOD  |  TUESDAY, 4 DEC 2018
A global funds network used by 95% of Australian platforms will migrate its entire network to blockchain in May 2019. Calastone expects its new distributed market infrastructure (DMI) to dramatically improve the infrastructure for trading and reporting ...

Industry funds lead website experience

KANIKA SOOD  |  FRIDAY, 23 NOV 2018
... retail funds on all tasks requiring a member to locate information on the website, and most tasks where the online member portal would be used. Industry funds' biggest wins were in checking investments (0.7 points higher than retail), checking insurance ...

AMP partners with Morningstar

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
... supporting Approved Product List (APL) management and reporting needs. Morningstar also provides and hosts a bespoke web portal for financial advisers, based on the existing Adviser Research Centre platform, which brings together BT's own research ...

The lucky country for fintechs

JAMIE WILLIAMSON  |  MONDAY, 5 NOV 2018
... an important learning opportunity for regulators, especially when coupled with an 'innovation hub', which is typically a portal through which innovative start-ups can interact with the regulator and seek their advice and bespoke waivers or adjustments ...

Assistant Treasurer warns super funds to lift engagement game

KARREN VERGARA  |  FRIDAY, 2 NOV 2018
Federal Assistant Treasurer Stuart Robert slammed superannuation funds for not doing enough to engage members and for specifically letting the issue of multiple accounts get out of control. Robert told this week's Financial Services Council policy ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
A $3.5 billion industry superannuation fund is the first to implement IRESS' new digital advice solution. The rollout of WA Super's digital advice tool, SuperClick Advice, includes white-labelling IRESS' automated personal advice engine. SuperClick ...

Chatbots will move from consumer finance to corporate: BAML

KANIKA SOOD  |  TUESDAY, 23 OCT 2018
Bank of America Merrill Lynch believes chatbot technologies could have applications in the wholesale and corporate side of banking as customers demand better ways to interact. Speaking at a SIBOS session in Sydney, Bank of America Merrill Lynch treasury ...

Young advisers key to business sustainability

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
The highest performing financial services firms are those that are more likely to hire younger advisers, according to new research. Macquarie's second bi-annual AFS Benchmarking Report shows that more than 55% of high performing firms are hiring younger ...

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
Zurich is phasing out its desktop quoting software ZXpress and ZLife platform to make way for a more efficient online portal for advisers. The Zurich Adviser Portal gives advisers a single login to access underwriting quotes, track client application ...