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Showing 211 - 220 of 382 results for "Portal"

Industry fund simplifies super access

JAMIE WILLIAMSON  |  TUESDAY, 1 MAY 2018
An enhancement to the online member portal of a $2.3 billion industry superannuation fund is making it easier for retirees to access their retirement savings. Once a member of Intrust Super reaches preservation age, a 'Join Pension' option now appears ...

Kina expands IRESS relationship

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... IRESS' Acurity Online platform to allow its 700,000 PNG members access to fund information via the Acurity Online member portal and mobile app. Members will be able to conduct basic administration of their super fund such as viewing statements and accessing ...

Saxo Bank moves banking platform to cloud

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... wealth management companies are partnering with cloud-based platforms as well. In March, Netwealth joined the myprosperity portal that tracks around $30 billion in assets and more than $5 billion in liabilities for about 20,000 financial services pro ...

CommInsure, OnePath enhance digital experience

JAMIE WILLIAMSON  |  WEDNESDAY, 11 APR 2018
... client experience is just beginning." OnePath also announced added online claims functionality to its OneView Life adviser portal. Lodging a claims form online, advisers can notify ANZ of their client's intention to lodge a claim. This enables ANZ to ...

CommInsure launches digital claims for super funds

KANIKA SOOD  |  FRIDAY, 23 MAR 2018
... Digital claims will be available to all CommInsure super fund and group life partners. Members will be able to login to a portal, select their fund, check their cover, fill in the details and lodge claim. The member will be instantaneously issued a claim ...

Industry fund and CommInsure unveil digital claims process

KARREN VERGARA  |  FRIDAY, 16 MAR 2018
... access claims for income protection, total and permanent disability, and terminal illness via Prime Super Member Online. The portal was developed in conjunction with insurance partner CommInsure to allow members to complete a claims request, update personal ...

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... cloud-based wealth platform to assist financial advisers in improving client engagement. Advisers using the myprosperity portal can now view Netwealth client account investment and portfolio data on the platform and receive updates as to how their Netwealth ...

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
OneVue is gaining traction among financial advisers, with its functionality trumping that of Colonial First State's FirstWrap, according to the latest platforms analysis from Investment Trends. Of the 19 full-function platforms studied, OneVue re-entered ...

Client engagement tool gains ground

JAMIE WILLIAMSON  |  FRIDAY, 9 FEB 2018
... advice models. Your Financial Wellness allows advisers to white label its platform to provide clients with an interactive portal where they can explore their financial goals, spending habits and retirement readiness. The client is offered a personalised ...

OneVue brings 25 funds on to platform

ALEX BURKE  |  TUESDAY, 5 DEC 2017
... tailored registry services for NAB Asset Servicing fund managers, adviser and investor clients using the firm's online portal. At the time, NAB Asset Servicing executive general manager John Comito said the arrangement "will provide more functionality ...