Search Results | Showing 251 - 260 of 382 results for "Portal" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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