Search Results | Showing 11 - 20 of 37 results for "Portal for" |
| | | ... said that 2019 was a "transformational" year for the company. An upgrade to its managed accounts platform and digital portal for financial advisers were touted by Ohanessian as highlights. "I want to draw particular attention to an important innovation ... |
| | | | ... consumers," Maroney said. Additionally, the association's submission is calling for the ATO to allow greater access to its portal for licensed advisers, who currently have no means for accessing ATO portal information directly from the tax office. "Currently ... |
| | | | ... projects that AdviserLogic is looking at right now are: building adviser efficiency dashboards for licensees and a client portal for advisers to engage with their clients, according to Wickham. "Joining forces with Morningstar will accelerate the development ... |
| | | | ... increases without requiring a client signature and allowed to access more portfolio analytics through the OneView Life portal for "deeper client insights". OnePath head of propositions and group life Gerard Kerr said the changes show OnePath is serious ... |
| | | | ... head online for help from Elixir Consulting. Elixir Consulting launched Evolve Alliance, a virtual business coaching portal for financial advisers in Australia without the time to access the firm's direct business coaching support. Combining a business ... |
| | | | Zurich has launched a new on demand, self-serve portal for life insurance, superannuation and investment clients. The My Zurich portal will offer a new level of engagement for clients, which Zurich said will drive greater adviser efficiency and streamline ... |
| | | | BT has launched My Wellbeing Rewards and Portal for life insurance clients, giving them access to discounts and an online hub focussed on health and wellbeing. The My Wellbeing Portal will give clients access to articles on health and wellbeing, personalised ... |
| | | | A new education portal for financial advisers keen to learn more about managed portfolios has launched. HUB24 introduced a new online hub providing a raft of content for financial advisers, covering how managed portfolios work, how they differ from ... |
| | | | ... supporting Approved Product List (APL) management and reporting needs. Morningstar also provides and hosts a bespoke web portal for financial advisers, based on the existing Adviser Research Centre platform, which brings together BT's own research ... |
| | | | ... Zurich is phasing out its desktop 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 ... |
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