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Showing 271 - 280 of 397 results for "Portal"

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 ...

Sunsuper continues push into adviser market

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
Sunsuper has appointed two new business development managers (BDM) and launched an online portal for financial advisers. Alessandra Bertora and William Burke both joined the Queensland-based company last month, charged with "growing Sunsuper's membership ...

Automated retirement product gains recognition

DARREN SNYDER  |  MONDAY, 15 AUG 2016
... members with a greater level of reliability and comfort around their income in retirement." Separately, online investor portal SelfWealth was a winner in the software innovation category. The award recognised SelfWealth's research and development of ...

Transparency key for sophisticated investment

KERRIE SYDEE  |  TUESDAY, 9 AUG 2016
... according to Sophisticated Access managing director, Peta Tilse. Sophisticated Access is the home of Cygura, an online portal that provides a certificate registry for sophisticated investors, accountants and the certificate user such as a financial adviser ...

Indian LIC launches IPO

DARREN SNYDER  |  MONDAY, 1 AUG 2016
... analysts based on the ground in Mumbai. Investors can also apply for shares in the IPO via the OnMarket Bookbuilds app and web portal where no commissions or brokerage are payable by investors.

Wilsons rebrand follows restructure

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
... Wilson HTM has rebranded to Wilsons, effective immediately - the name change includes a redesigned brand, website and client portal. The rebrand follows the organisational restructure of Wilsons in July 2015 which allowed staff to acquire the business ...