Search Results | Showing 11 - 20 of 37 results for "Client Portal" |
| | | ... Further, clients are accepting instructions, such as changes in fees or annual fee consents, more and more via their client portal." Netwealth said the newly developed activities will support over 40 common tasks and alerts, which will grow over time. ... |
| | | | ... founding team capability or strategic partnerships, these firms may struggle to survive," it said. Finura also expects client portal use will go mainstream due to 2022's cybersecurity events. "According to Investment Trends, only 40-45% of advised clients ... |
| | | | ... Heine said explained the technologies listed as "ones to watch out for." The report said 30.4% of firms have adopted client portal technology. Survey and client feedback tool usage has grown sharply with an increase of 57.8% from 46.7%, and a further ... |
| | | | ... support growth. "We are also excited about implementing TrustQuay's front-to-back-office platform including their client Portal which will significantly improve the ability of clients to engage with us where and when they choose with complete access ... |
| | | | Australian Ethical has awarded a technology mandate that will deliver customised projections to all its superannuation members. DASH has been appointed by Australian Ethical to power direct to consumer projections that will appear in super fund members' ... |
| | | | ... and mobile-first. "Many advisers agree. Today almost one in three (27.9% from 22.0% in 2020) advice firms have a client portal with another one in 3 (35.1%) planning to get one in the next 24 months," the report read. "Client portals evolve the client-adviser ... |
| | | | The platform launched a client portal app for financial adviser clients in a bid to improve client engagement. The app allows clients to view overall portfolio performance and asset allocation across their entire portfolio. Aside from simple charts ... |
| | | | ... group. Looking to the future, Asendium will add on an audit report, enhanced questions, integrated data feed and a client portal. |
| | | | Midwinter Financial Services has integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities ... |
| | | | International wealth management firm Connectus Wealth Advisers is set to roll out a new program aimed at increasing adviser efficiency, driving scale and enhancing the client experience and outcomes. Connectus, which is owned by NASDAQ-listed Focus ... |
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