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Showing 241 - 250 of 397 results for "Portal"

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 ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
... Approved Product List (APL) management and reporting needs. Additionally Morningstar will provide and host a bespoke web portal for financial advisers, based on the existing Adviser Research Centre platform, which brings together BT's own research output ...

AMP and Challenger ink annuities deal

ALEX BURKE  |  TUESDAY, 5 SEP 2017
Challenger annuities will now be available through AMP's adviser portal, marking one of the more historic partnerships since Challenger swapped its financial planning business for AXA's annuities portfolio in 2008. Financial advisers will now be able ...

CommSec and CFS combine tech strengths

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... Portfolio Service provides advisers with access to a variety of investments and products via a state-of-the-art online portal. Designed for the fee-for-service environment, the service can be customised to support specific advice fee models and is offered ...

Macquarie unveils adviser payment service

KARREN VERGARA  |  TUESDAY, 18 JUL 2017
... with their clients' finances quickly and efficiently by managing all of their payment needs through Macquarie's adviser portal," she said. McArdle said feedback from advisers is driving Macquarie to prioritise product enhancements and the AIP service ...

Advice licensees hit with $1500 levy

EMMA RAPAPORT  |  MONDAY, 17 JUL 2017
... of regulated entities in a sector and, in most cases, information provided by regulated entities via ASIC's new online portal. Report highlights per sector include: Financial advice sector: A fixed levy of $1500 for licensees authorised to provide advice ...