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Showing 11 - 15 of 15 results for "WealthPortal"

Advice dealer group rebrands

HARRISON WORLEY  |  MONDAY, 9 DEC 2019
... acquired Madison in April 2018 from PHAROS Financial Group, with the licensee, Madison's OneVZue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios all included ...

OneVue offloads trustee business

KARREN VERGARA  |  THURSDAY, 20 DEC 2018
... administration business to SuperConcepts, and divested three business units: responsible entity, investment management and WealthPortal. It acquired two others: KPMG Superannuation Member Administration and No More Practice Education. OneVue managing ...

Trustee services provider appoints new chair

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... Financial Group from PHAROS Financial Group. The deal includes the licensee, Madison's OneVue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios.

Trustee services provider buys advice group

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... Financial Group from PHAROS Financial Group. The deal includes the licensee, Madison's OneVue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios. Established in 2016 ...

Advice dealer group recommits to OneVue

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
... group reappointed OneVue as its platform provider. Madison Financial Group recommitted to using its white-labelled WealthPortal for an additional five years. OneVue's platform technology underpins the WealthPortal offering. OneVue said its renewed agreement ...
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