Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 231 - 240 of 427 results for "Automated"

Local hedge funds fighting for insto attention

ALEX BURKE  |  MONDAY, 22 AUG 2016
... fiduciary institutions as clients, it is incumbent upon them to build quality client and consultant reporting mechanisms, automated trade reconciliations and collateral management systems, with dedicated operation, compliance and client service teams. ...

Financial services stalwart backs robo-adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 17 AUG 2016
A financial advice industry magnate has affirmed his support of robo-advice, investing in automated advice provider Ignition Wealth. Count Financial founder Barry Lambert said his desire for a cost-efficient and effective solution has driven his backing ...

Automated retirement product gains recognition

DARREN SNYDER  |  MONDAY, 15 AUG 2016
The Australian Catholic Superannuation and Retirement Fund's automated retirement income solution has been recognised as an innovative product by the country's business community. Australian Catholic Super's RetireSmart account-based pension was a winner ...

Shaw and Partners joins forces with Praemium

ALEX BURKE  |  THURSDAY, 4 AUG 2016
... said: "The ability of our clients to have full transparency over their investments and their tax position, with a fully automated reporting function is a major attraction for these products. Referring to the two options, he added: "We are cognisant of ...

Equip readies full robo advice roll-out

MARK SMITH  |  WEDNESDAY, 3 AUG 2016
... planned by the end of the month. Equip MyMoney is the fund's custom-built superannuation version of Clover.com.au's automated investment service and will help members choose from the fund's existing investment options based on their risk profile. This ...

Stockspot and Class form data deal

DARREN SNYDER  |  TUESDAY, 2 AUG 2016
... capital gains, dividend statements, franking credits and tax summaries is now live through a new industry partnership. Automated investment adviser and fund manager Stockspot has teamed with cloud-based SMSF administration software provider Class to ...

Former Calastone MD launches fintech solution

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
... clients." The platform has been designed to ensure regulatory requirements are met at each step in the process, with automated client communication built into the workflow.

Magellan selects new reporting solution

DARREN SNYDER  |  TUESDAY, 12 JUL 2016
... Nikko Asset Management in January. Vermilion has integrated Magellan's existing data sources, customised workflow and automated the re-use of data to create a more streamlined reporting solution. The latest partnership enables Magellan to automate the ...

MORE Super switches to Simple Fund 360

MARK SMITH  |  MONDAY, 11 JUL 2016
... engagement expense." "Simple Fund 360 is shaking up the SMSF administration industry" according to Lesh. "It is so advanced, automated, ticks all the boxes and connects all the dots, it truly is the next generation SMSF solution." MORE Super has been ...

Stockspot cuts robo-advice fees

KERRIE SYDEE  |  WEDNESDAY, 6 JUL 2016
Automated investment adviser and fund manager, Stockspot, has reduced fees for all clients and eliminated the annual advice fee for investment portfolios under $50,000. Stockpot founder and chief executive, Chris Brycki, said the decision to reduce ...