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Showing 11 - 13 of 13 results for "MyPlanner"

MyPlanner streamlines back-office for 175 advisers

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
MyPlanner has debuted its new end-to-end back-office solution for its network of 175 financial planners. Following a pilot program, the new system has been rolled out to the entire MyPlanner network: it provides statement of advice templates, document ...

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
... capabilities, but also our unique individual managed account service, as witnessed in our growing relationship with MyPlanner Australia." In addition to Kirk's appointment, Implemented Portfolios managing director Santi Burridge has taken on the more ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
MyPlanner dealer group has set up a managed discretionary account solution that will be available to its 120 planners. MyPlanner partnered with Managed Accounts Holdings to develop the My Managed Portfolio (MMP) managed account service, and the provider ...
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