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Showing 271 - 280 of 382 results for "Portal"

Lifeplan increases investment bond options

DARREN SNYDER  |  THURSDAY, 7 JUL 2016
... or more. He added the investment option roll out follows an upgrade to Lifeplan's adviser website, the launch of a new portal for investors, and the expansion of its adviser support team over the last 12 months. "We will continue to keep investing in ...

Lifeplan portal puts investors first

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
Lifeplan, a specialist business of Australian Unity Investments, has launched an online investor portal to enable investors to monitor and transact online. The launch of the investor portal follows the successful uptake of the adviser portal in November ...

Midwinter launches online training portal

KERRIE SYDEE  |  TUESDAY, 7 JUN 2016
Midwinter has launched an online education portal which aims to provide advisers and their support with training on seven aspects of the AdviceOS financial planning software. The Midwinter Academy will allow users to access and undertake training from ...

Zurich launches optimised adviser portal

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
Zurich has launched its new adviser portal, ZLife, designed to give advisers a new level of visibility and efficiency to manage their Zurich customer portfolio. Replacing Zurich's Adviser Assist portal, the mobile optimised portal allows users to view ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
Just over a decade ago, netwealth was a platform start-up with $500 million in funds under administration. This year, the group surpassed the $8 billion mark and aim to win more IFAs through its tech-focused business model. At an annual client update ...

Over 45s lead super MDIOs

DARREN SNYDER  |  THURSDAY, 31 MAR 2016
... options. ING DIRECT head of third party distribution Mark Woolnough said the launch of the Living Super financial adviser portal was also a key milestone in 2015. "In the past 12 months we've accredited 528 advisers, launched a national advice referral ...

New engagement tool for super funds

DARREN SNYDER  |  TUESDAY, 8 MAR 2016
... "Whatever the use case is, the video is adaptable to suit. We have no issue whether it's put behind an authenticated file or portal, whether it's pushed out as a marketing tool or sales creation channel, or whether it's an education channel. "Super funds ...

Perpetual Private partners law firm to help accountants with AFSLs

MARK SMITH  |  THURSDAY, 3 MAR 2016
... obtain their own limited Australian Financial Services Licence (AFSL) as part of new rules coming in on July 1. The online portal, Cowell Clarke Connect, will give accountants access to ongoing legal advice, support and tools to easily stay abreast of ...

Topdocs adds Commonwealth Bank integration

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
... funds through its Instant SMSF online application. Via the Instant SMSF online application, available in Topdocs' online portal, advisers can also set up a corporate trustee and investment strategy for the fund and have the ABN application with the Australian ...

Netwealth is highest-rated adviser platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
Advisers prefer the netwealth investment platform in terms of full functionality, according to Investment Trends research. Investment Trends' December 2015 Platform Report analysed 506 "key characteristics" of 22 master trust and wrap platforms, which ...