Search Results | Showing 11 - 20 of 21 results for "Wealthtrac" |
| | 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 ... |
| | | 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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | 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% ... |
| | | ... 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 ... |
| | | Platform provider Wealthtrac has launched a new share trading facility that allows advisers to choose from six panel brokers, including JB Were, Morgan Stanley and RBS Morgans. Matthew Johnson, chief executive and managing director of Wealthtrac, said ... |
| | | ... approximately $740 million under management, and its Select International Fund was also recently included on the Asgard and Wealthtrac platforms. |
| | | Midsize platform group Wealthtrac has appointed Mathew Johnson as the new Head of Distribution to lead their penetration push into advisory groups looking for an independent platform. Wealthtrac is national dealer co-operative with over $300 million ... |
| | | ... adviser relationships through groups such as Strategy Portfolio, Matrix, Mentor, Ventura, Infocus, Avenue, Dominion, Wealthtrac and Mariner have enabled it to quickly gain momentum. Oasis claims its rapid success is due to its ability to tailor platform ... |
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