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Showing 221 - 230 of 388 results for "Portal"

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 ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... strategy viable and efficient for advisers while delivering an intuitive digital experience through our feature rich investor portal," Ohanessian said. J.P. Morgan was recently appointed to provide custody and equities execution services to the $7 billion ...

Fintech expands with eight new appointments

EMMA RAPAPORT  |  THURSDAY, 23 NOV 2017
... funds and other clients. The first suite of tools will target wealth management for super fund members via Link's member portal. Moneysoft's cashflow as a service solution are currently being used by 15 dealer groups, distributors and resellers. New ...

Myprosperity partners with $6.2bn platform

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... opportunities for advisers. "By minimising time spent on administrative tasks, and providing their clients a bespoke wealth portal powered by live data feeds, advisers can grow their digital brand and increase their revenues," he said. The private wealth ...

Fintech firm launches $7.5m IPO

ALEX BURKE  |  TUESDAY, 7 NOV 2017
... self-directed investors, we are uniquely positioned at the forefront of this second evolution with our differentiated technology portal." The IPO follows SelfWealth signing a seven-year agreement with BGL Corporate Solutions, which gives BGL Simple Fund ...