Search Results | Showing 11 - 20 of 192 results for %22Client Portal%22 |
| | | ... for its advisers that will be launched later this year. Advice Revolution will continue to exist and operates a client portal within Xplan. elemnta now employs 40 people and has reached profitability leading up to its new brand launch, Patty said. Patty ... |
| | | | ... launched a new portal for financial advisers as part of its digital transformation project. Adviser Portal can view their client dashboards, change investment options, manage client contributions, and track actions requested on behalf of clients. Advisers ... |
| | | | ... diversify and add revenue to the group, as well as provide increased scope for cross-selling its service offering to a wider client base. According to the group, MIntegrity's solutions include a digital regulatory web service called RegsWeb that combines ... |
| | | | State Street has introduced its Fund Connect ETF Portal to the Australian market, facilitating the creation and redemption of exchange-traded funds (ETFs), acting as a central platform for accessing issuers. State Street flagged in May last year that ... |
| | | | ... over 100% of myprosperity for $40 million, aiming to do so by the end of June. Melbourne-based myprosperity specialises in client portals for financial advisers and accountants and will be operated as a separate business within the HUB24 group. The leadership ... |
| | | | ... Further, clients are accepting instructions, such as changes in fees or annual fee consents, more and more via their client portal." The newly developed activities will support over 40 common tasks and alerts. |
| | | | ... Further, clients are accepting instructions, such as changes in fees or annual fee consents, more and more via their client portal." Netwealth said the newly developed activities will support over 40 common tasks and alerts, which will grow over time. ... |
| | | | ... founding team capability or strategic partnerships, these firms may struggle to survive," it said. Finura also expects client portal use will go mainstream due to 2022's cybersecurity events. "According to Investment Trends, only 40-45% of advised clients ... |
| | | | ... look at stapling. One is that it's a challenge, the other is that it's an opportunity because once you win the client then they're stapled to you," he said. He also conceded that being hogtied to listed investments in a time when most super ... |
| | | | ... "This includes online applications, a consolidated view of investments, distributions, payments and transactions, access to client tax and distribution statements, and historical and transactional data." In its first quarter update to the ASX, Challenger ... |
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