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Showing 11 - 20 of 25 results for "Wealthtrac"

Wealthtrac launches SMSF smartphone app

ALEX DUNNIN  |  THURSDAY, 10 OCT 2013
Boutique platform group Wealthtrac has launched a mobile device application focused on self managed super that even facilitates fund establishment while mobile. Wealthtrac managing director, Matthew Johnson, said, "Our cloud-based SMSF platform brings ...

Wealthtrac steps up SMSF campaign

JAMES FERNYHOUGH  |  THURSDAY, 22 AUG 2013
Platform provider Wealthtrac has appointed a self-managed superannuation fund (SMSF) sales specialist to develop its business in the potentially lucrative, but hard-to-access DIY super market. As business development manager - SMSF, James Macken will ...

Superfund Wholesale's new tool cuts SMSF set-up to 20 mins

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
... broking account application. Superfund Wholesale's system follows the launch of cloud-based solutions from BGL and Wealthtrac. Kitto said advisors utilising the SMSF iSystem would benefit from a reduction in errors, multiple cost savings, significant ...

Planners must boost SMSF specialisation: SPAA

ALICE URIBE  |  THURSDAY, 11 APR 2013
... am a specialist. Advisers need to leverage this and improve their competencies and capabilities," Magney said at a Wealthtrac lunch held in Sydney. Gerard Hermens, Strategic Learning Partnerships managing director said that it was urgent for advisers ...

Wealthtrac launches cloud-based SMSF platform

MARK SMITH  |  FRIDAY, 5 APR 2013
Wealthtrac, has launched a cloud-based SMSF platform that centralises administration and reporting to build efficiencies for advisers. The platform comes after two years of research that investigated where independent advisers could benefit from greater ...

Wealthtrac revises structure for independent market

MELANIE TIMBRELL  |  FRIDAY, 31 AUG 2012
Independent platform provider Wealthtrac has updated their pricing for advisers to address the fee-for-service environment, including lowering the administration fee cap. Wealthtrac managing director and chief executive Matthew Johnson said the move ...

Asset allocation more important than clever products

LINDA HAUSKEN  |  WEDNESDAY, 20 JUN 2012
... complex new products, reveals a survey of its advisers by independent superannuation and investment platform provider Wealthtrac. The survey conducted last month found that almost 85% of their advisers had made changes to their clients' asset allocation ...

Wealthtrac re-signs Oasis

MELANIE TIMBRELL  |  FRIDAY, 4 MAY 2012
Independent platform provider Wealthtrac has re-signed with ANZ OnePath's Oasis Asset Management in a six-year service level agreement. "The Wealthtrac model is different to many platforms, as the advisers who use it become beneficiaries of the Trust ...

Wealthtrac signals expansion

MELANIE TIMBRELL  |  THURSDAY, 8 MAR 2012
Independent superannuation and investment platform provider Wealthtrac has signalled plans for expansion and diversification on the strength of increased FUM. "Since July 2011, Wealthtrac increased its FUM by over 10%. In a market that fell by 10% ...

Oasis Asset Mgmt to offer direct share trading

ELISE BURGESS  |  WEDNESDAY, 15 SEP 2010
... explained. ING Australia has 16 dealer groups that currently use the Oasis platform. Other similar launches include Wealthtrac, which allows advisers to choose from six panel brokers, including JB Were, Morgan Stanley and RBS Morgans while Colonial First ...