Search Results | Showing 11 - 18 of 18 results for "Reporting Tools" |
| | ... need to give accountants and financial planners something that's easier to use, provides them online access and reporting tools they need plus the finance reporting that Accurity is already doing," said McKinlay. "[Once launched] the difference will ... |
| | | ... track record in administering close ended London Stock Exchange listed funds. In May, Northern Trust improved its reporting tools to include currency risk and credit risk exposure and extreme market events. Northern Trust was chosen to provide custody ... |
| | | ... reporting to 'extreme market events' testing, Northern Trust leaves no stone unturned in its new suite of governance reporting tools. The overseas custodian, better known locally as the custodian for the $60-billion plus Future Fund, has enhanced its ... |
| | | ... dealer network. The system allows advisers to view the value and progress of their commission payments and apply reporting tools to analyse practice profitability. Meritum executive director, Theo Christopoulas, said the decision demonstrated Mertium's ... |
| | | ... client accounts, receive credit card payments and process BPay transactions. It is also supported by fantastic reporting tools that are intuitive and easy to use," said Simon Wallace, AXA's national compliance and advisory services manager. The system ... |
| | | ... access to a full suite of pre and post-sale tools such as risk profiling, modelling, charting, valuation, audit and reporting tools," he said. Ward also added that the deal meets increased demand amongst independent financial planners for wrap portfolio ... |
| | | ... DSTi's 'Automated Reporting Solution' will integrate with AWD, their business process management product, and the reporting tools currently enabled in their Investment Data Solutions platform. The new reporting solution aims to automate and simplify ... |
| | | ... contact management system, electronic document management, web process integration and workflow and management reporting tools. Chief executive officer of RBF, Simon Gilles, said that AWD would help the organisation move away from manual tasks and in ... |
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