Search Results | Showing 221 - 230 of 388 results for "Portal" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
|