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Showing 11 - 20 of 54 results for "Navigation"

Governments must act on net zero: Morningstar

ANNABELLE DICKSON  |  WEDNESDAY, 3 NOV 2021
... washing, Morningstar said. "Asset managers are embarking on an uncharted journey and are uncertain of some of the newest navigation tools. However, there is broad recognition among those asset managers making public net zero commitments of the urgency ...

Iress announces changes to Xplan

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... on the functionality of Xplan was taken into account. "The feedback we've received from those testing the new Xplan navigation has been extremely positive, particularly around the overall user experience and search capability," Chen said. "In fact, of ...

New features for My AMP

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 JUL 2019
... goals and source educational materials and access a wealth menu which includes a budgeting tool. A new streamlined navigation menu design sees the inclusion of wealth and goals, and clients will also now have the ability to manage assets and liability ...

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... insights about quoting software across the market to identify priority areas, such as side-by-side policy comparisons, navigation within applications and simplifying the process of adding and removing optional benefits." Zurich head of digital Marc Fabris ...

Advice fintech reshuffles leadership

JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
... absence. "I join with each member of the board to wish Mark a quick and full recovery and thank him for his steady navigation of the company," he said. Earlier this month Intiger announced it was closing the doors of its Sydney office following a strategic ...

CMC Markets hires head of sales trading

KARREN VERGARA  |  THURSDAY, 1 FEB 2018
... satisfied with online stockbroker Bell Direct, while CMC Markets Stockbroking led the way for the best charting and website navigation features. CommSec topped the category for the most highly regarded mobile platform. The research also found the overall ...

Investors happier with online broking: Investment Trends

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
... lead in overall satisfaction, while CMC Markets Stockbroking has the most satisfied clients for charting and website navigation and CommSec leads in satisfaction with the mobile platform. Bell Direct chief executive Arnie Selvarajah said it was an honour ...

CFS reaches out to advisers via FirstTech app

EMMA RAPAPORT  |  FRIDAY, 14 JUL 2017
... platforms, in versions for both Apple and Andriod devices. Colonial First State executive manager Craig Day said the app's navigation and enhanced features are part of FirstTech upgrading its overall digital offering. "Advisers need to be armed with ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
More than 70% of financial planners are open to transition from their primary platform, saying technology providers are failing to adequately fulfill growing needs. Insights from the Investment Trends Planner Technology Report show 75% of financial ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... their offerings through the level of investment research available, transactions capabilities, adviser permissions, and navigation and layout," Choi said. "Ease of access is another important aspect of client portals. Mobile apps can help facilitate ...