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Showing 11 - 20 of 35 results for "Adviser Portal"

ClearView bolsters team

ELIZABETH MCARTHUR  |  TUESDAY, 30 MAR 2021
... key transformation projects underway including a new policy administration system, underwriting rules engine and adviser portal," ClearView general manager, life insurance Gerard Kerr said. "We are extremely fortunate to have Nick on board to lead the ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... making significant investments in technology including the acquisition of Enzumo, the introduction of an online adviser portal, Centrepoint Connect, and the development of the Centrepoint Practice Dashboard tool," he said. "We believe Intelliflo's technology ...

Integrity Life raises $43m

KARREN VERGARA  |  FRIDAY, 2 OCT 2020
... across both their group and retail books. In 2019, Integrity Life won the Australian Good Design Award for its adviser portal.

Advice group acquires software business

ALLY SELBY  |  TUESDAY, 2 JUN 2020
... self-licensed businesses," he said. "We are already making significant investments including the introduction of online adviser portal Centrepoint Connect and the development of AI-enabled practice management tool Centrepoint Adviser Intelligence." The ...

Zenith boosts Mosaic offering

HARRISON WORLEY  |  MONDAY, 16 MAR 2020
... Excel, so that they can manage that data in the most relevant way. Zenith confirmed it would not retire the "old" adviser portal as part of the update, ensuring advisers they could still use the tool in the same way they always have. Separately, the ...

Adviser tampered with MySuper

ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
... he sent emails and texts to clients regarding the same issue. He then instructed a staff member to log into the adviser portal of the Aon Master Trust website and make investment choices on behalf of clients who did not respond to the letter, email or ...

Super fund launches adviser portal

ELIZABETH MCARTHUR  |  TUESDAY, 20 AUG 2019
A $3.9 billion superannuation fund has launched a new digital portal to better support financial advisers. WA Super has rolled out the new capability, saying the portal will allow advisers to view clients' details in real time. WA Super said so ...

NEOS Life partners with insurance tech firm

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2019
... NASDAQ-listed Ebix has deployed several functionalities for the start-up in just nine months. This includes implementing an adviser portal; a CRM and sales administration platform; reinsurance reporting; as well as help it integrate with the underwriting ...

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... quoting software ZXpress and ZLife platform to make way for a more efficient online portal for advisers. The Zurich Adviser Portal gives advisers a single login to access underwriting quotes, track client application progress in real time and request ...

Centrepoint: New leadership, new look

JAMIE WILLIAMSON  |  THURSDAY, 23 AUG 2018
... assist advisers working to meet the requirements of the Financial Adviser Standards and Ethics Authority; and a new adviser portal to enable the collection and distribution of data and insights. While Centrepoint recorded a growth in EBITDA of 4% to ...