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Showing 281 - 290 of 389 results for "Portal"

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 ...

Macquarie makes bid for listed property portal

ALEX BURKE  |  MONDAY, 11 JAN 2016
Macquarie has made a bid to acquire Onthehouse, a popular online real estate research portal listed on the ASX. The bid would see the banking group (via subsidiary PIQ1) and 77VSV acquire 100% of Onthehouse capital at $0.755 per share. Because two Onthehouse ...

New mobile broking platform launched in Australia

MARK SMITH  |  TUESDAY, 24 NOV 2015
Capital market technology firm, Dion Global, has launched its mobile trading platform in Australia. Through an adviser desktop, tablet and mobile platform, the trading suite integrates with portfolio and back office systems providing CRM "productivity ...

Findex announces major business restructure

ALEX BURKE  |  WEDNESDAY, 18 NOV 2015
... Financial Index Wealth Accountants, Prescott Securities, CIVIC Financial Planning and the MOVO online investment advice portal, will all offer comprehensive "one-stop-shop" advice services which Findex chief executive Spiro Paule described as 'family ...