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

Search Results

Showing 241 - 250 of 382 results for "Portal"

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
... life insurance include investing in the customer experience - including digital quoting and underwriting; a new wellbeing portal; new life-stage based products; a digital interface with medical professionals; and complete integration with Panorama. He ...

Midwinter adds fintech partner

KARREN VERGARA  |  FRIDAY, 17 MAR 2017
... been integrated into AdviceOS to enable real-time flow of insurance premium product data to the AdviceOS Fact Find, Client Portal and Statement of Advice generator. Client data from AdviceOS can be pre-populated into OmniLife, eliminating the double ...

Netwealth backing financial literacy in schools

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAR 2017
Leading platform provider netwealth launched a financial literacy campaign this week, looking to bring financial education to the classroom through an interactive tool aligned with existing school curriculums. Banqer, designed by a New Zealand start-up ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... transaction tools, decision support tools, online business management tools and also received the award for best client portal. "Our latest competitive analysis of the platform industry found platform providers' development efforts have been centred ...

Mason Stevens to launch super, grows SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
Mason Stevens is shaping up for a big year, with the platform provider announcing a number of key projects to roll out in 2017. Speaking at an event in Sydney today, managing director Thomas Bignill confirmed Mason Stevens will launch a retail super ...

KISS selects SMSF compliance software provider

ALEX BURKE  |  MONDAY, 13 FEB 2017
... "Since I started the business nearly 10 years ago, we've utilised the benefits of BGL's Simple Fund Desktop software and Portal by BGL to be a 100% paperless and flexible workplace so we've never been cloud phobic, but like many accountants we didn't ...

New information chief for IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2017
IOOF is set to welcome a past Aviva Australia executive as its new chief information officer. Former Aviva chief information officer Sharam Hekmat joins IOOF from Ezidebit where he served in the role of chief technology officer. Hekmat has over 25 years' ...

Roger the new face of REST Super

EMMA RAPAPORT  |  TUESDAY, 31 JAN 2017
... service specialist will operate alongside a live chat messaging function, and is delivered on Creative Virtual's platform V-Portal. "Members are increasingly turning to self-service and digital channels for customer service," Creative Virtual managing ...

UniSuper partners to bridge financial literacy gap

JAMIE WILLIAMSON  |  FRIDAY, 27 JAN 2017
... children from an early age," O'Sullivan said. Both programs are available exclusively through the UniSuper MemberOnline portal.

Robo critical to retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JAN 2017
... Rogan said: "Challenger is working closely with SuperEd to develop an income layering solution for their online advice portal. This is particularly important in light of the shift in focus of superannuation towards sustainable retirement incomes."