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Showing 251 - 260 of 382 results for "Portal"

Financial Standard appoints editor, unveils new website

STAFF WRITER  |  FRIDAY, 16 DEC 2016
... audience expects," Snyder said. New features of the website will include an editor's choice section, product knowledge portal, customisable news section, opinion polls and the online publication of popular back-page profile interviews. Director of media ...

Out-dated websites flag regulatory risk

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
... Liao said. "We're starting to get a lot of interest from independent dealer groups, especially in regards to the adviser portal space where they really want to tidy up their resource centre. It's an opportunity for everyone to review their current website ...

Super funds must do better digitally

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
Superannuation funds need to do more digitally in order to attract and retain members, according to Decimal chief executive Nic Pollock. Pollock said the key challenge in the industry at present is the issue of member retention; with an increasing number ...

OneVue scores major unit registry mandate

ALEX BURKE  |  WEDNESDAY, 23 NOV 2016
... OneVue to provide a tailored registry service for its fund managers, adviser and investor clients using the firm's online portal. NAS executive general manager John Comito explained: "We are committed to delivering the best capability in the market and ...

IOOF launches new adviser portal

KERRIE SYDEE  |  MONDAY, 21 NOV 2016
IOOF has launched a new online portal for financial advisers using IOOF Employer Super, heralding improved features and superior functionality. The new IOOF online experience provides advisers and their support staff (when required) with fast access ...

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
... of servicing their clients." Compass Online is mobile optimised and will provide clients with a login to a personalised portal that will hold information on their portfolios, assets and goals. The platform is designed to provide clients with the convenience ...

Link partners with software firm

ALEX BURKE  |  WEDNESDAY, 12 OCT 2016
... funds and other clients. The first suite of tools will target wealth management for super fund members via Link's member portal. After that, Link Group and Moneysoft will develop products for Link's "broader client base, including listed companies, their ...

IOOF upgrades Pursuit functionality

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
... automatic re-weighting function to its Pursuit platform. The new feature, available through Pursuit's Portfolio Online portal, allows advisers to choose between re-weighting client's portfolios to a desired percentage or to automate the process, re-weighting ...

Retirement income opportunities begin early

DARREN SNYDER  |  FRIDAY, 16 SEP 2016
... funds and what you can do to consolidate them, the government should be thinking about how it makes better use of that portal at moments like tax time," Kirkland says. "I think there's a role for us all to simplify the language about super. Our research ...

New platform allows super funds to share data with partners

MARK SMITH  |  WEDNESDAY, 31 AUG 2016
... data. Super funds and their partners will effectively have joint visibility of customer demographics, via an easy-to-use portal, enabling more informed decision-making on potential lead generation opportunities. The data can also be extracted into other ...