Search Results | Showing 221 - 230 of 341 results for praemium |
| | | ... software provider Reckon, the Desktop Super platform provides data feeds from SISS Data Services, Macquarie, BankLink, Praemium and Vestdata; tax and practice management software integration; automatic income allocation; and customisable reporting. AMP's ... |
| | | | ... choice in the way they engage with advice" Earnie.com.au will leverage the capability of global partners Morningstar and Praemium. Morningstar's sophisticated investment calculation methodology supports some of the largest direct advice providers in ... |
| | | | Praemium has partnered with JBWere to provide a client reporting solution using Praemium's V-Wrap portfolio administration and reporting software. The deal, which has a potential annual value of approximately $1 million, will see the gradual roll out ... |
| | | | Praemium has launched a new managed account solution for a national dealer group. The partnership with Futuro makes Praemium's SMA technology available through the dealer group's subsidiary Sterling Managed Investments. It enables Futuro advisers and ... |
| | | | Exchange-traded bond (XTB) units have been added to HUB24 and Praemium's superannuation platforms. XTBs provide retail investors access to units of individual corporate bonds issued by the top 50 ASX-listed companies. As of today, they are available ... |
| | | | ... generation platform solutions to their advisers, whether that be in partnership with managed account platform providers Praemium, Hub24, Linear, OneVue, ManagedAccounts.com.au, SS&C or whether they have added the functionality on top of their investment ... |
| | | | ... the primary means of determining the growth of managed accounts in general. Offered on major investment platforms from Praemium, Macquarie, AMP and MLC, as well as smaller boutique investment managers, SMAs are the managed account vehicle closest in ... |
| | | | ... advisers to "outsource" investment management to firms like JBWere, whose SMA products are now available on Macquarie, MLC, Praemium and OneVue platforms. In a statement, JBWere chief investment officer James Wright said that "stock selection, portfolio ... |
| | | | ... for many of the major wraps and platforms including ANZ/OnePath, ASGARD, AXA, CFS, HUB24, IOOF, MLC, Netwealth, OneVue, Praemium and many more," Lesh said. BGL's Simple Fund software is reported to help administer more than 75% of Australia's 550,000 ... |
| | | | ... aligned advisers nothwithstanding the managed account market is dominated by independent non-aligned platforms such as Praemium, Frontier and Hub24. While traditional brand name recognised fund managers account for 59% of managed account model portfolio ... |
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