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Showing 221 - 230 of 382 results for "Portal"

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 ...

Aon Master Trust becomes smartMonday

DARREN SNYDER  |  MONDAY, 6 NOV 2017
... billion once its merger with Equity Trustees is complete. The latest offering updates the previous online employer and member portal to allow "smart, easy actions." It will provide "tools that are user-friendly to help members make better decisions about ...

FinPal integrates broking capabilities

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... mortgage commissions, with data specific to the mortgage industry also flowing through to existing features such as the client portal and document generation system. In future, FinPal plans to integrate complementary technologies similar to its recent ...

UK regulator increases support for new starters

JAMIE WILLIAMSON  |  FRIDAY, 29 SEP 2017
... four principal objectives of clarifying expectations; making information more accessible through a new, dedicated website portal; fostering positive, personalist engagement between the FCA and new businesses; and providing end-to-end support throughout ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
Retail and sophisticated investors can now view live Australian impact investment opportunities through one public portal. From today the Impact Investing Hub is running its Current Deals Library, which lists live impact investment opportunities and ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
Retail and sophisticated investors can now view live Australian impact investment opportunities through one public portal. From today the Impact Investing Hub is running its Current Deals Library, which lists live impact investment opportunities and ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
... forces with Topdocs, Centrepoint has enabled advisers to access to trust and estate planning documentation via an online portal and, if legal guidance is needed, clients can engage a lawyer versed in SMSF, company, estate planning and succession planning ...