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Showing 11 - 20 of 21 results for "Wealthtrac"

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 ...

Wealthtrac broadens share trading services

RUTH LIEW  |  TUESDAY, 3 AUG 2010
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 ...

K2 to tread lightly in 2008

RUTH LIEW  |  FRIDAY, 18 JAN 2008
... approximately $740 million under management, and its Select International Fund was also recently included on the Asgard and Wealthtrac platforms.

Wealthtrac appoints Head of Distribution

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 ...

Oasis enters big league with $3 billion

... 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 ...