Search Results | Showing 11 - 20 of 38 results for %22Platform Benchmarking%22 |
| | ... Netwealth as the overall top-rated platform by financial advisers at 80%. Earlier in the year, Investment Trends Platform Benchmarking & Competitive Analysis Report saw HUB24 rank first for platform functionality with a total score of 89%, just beating ... |
| | | ... responses from 723 financial advisers which concluded in May 2021. Earlier in the year, Investment Trends Platform Benchmarking & Competitive Analysis Report saw HUB24 rank first for platform functionality with a total score of 89%, just beating Netwealth ... |
| | | ... billion of direct global investments under management or administration and was recently recognised as the most improved platform in the latest Investment Trends 2020 Platform Competitive Analysis and Benchmarking Report. |
| | | ... space has seen HUB24 just inch out Netwealth for the lead when it comes to overall functionality. The 2020 Platform Benchmarking & Competitive Analysis Report sees HUB24 rank first for platform functionality with a total score of 89%, just beating Netwealth ... |
| | | ... investing," she said. "We welcome adding a new suite with S&P's global brand and ESG capabilities to iShares sustainable platform." |
| | | Investment Trends has released the 16th edition of its Platform Benchmarking and Competitive Analysis Report, with Netwealth taking out the top gong. The wealth management platform led the pack for overall platform functionality, followed closely by ... |
| | | ... "Regarding benchmarking, we have an exclusive retail agreement with an independent third-party data provider, Sustainable Platform, to measure our portfolio against the SDGs and determine the impact of your super investment," a spokesperson for Elevate ... |
| | | ... to attract significant inflows. As an advice-led business operating an open architecture model, we are constantly benchmarking our proprietary solutions to best in market offerings, ensuring they meet our advisers and their client's needs" The company ... |
| | | Smaller platform players continue to make gains against their institutional competitors, according to Investment Trends' latest report. Netwealth and HUB24 were top of the platform pile in 2018 according to the firm's annual benchmarking and ... |
| | | ... account issuers, advisers, SMAs, MDAs and IDPS'. ASIC has additionally commissioned a survey of advisers along with a benchmarking study into managed account functionality of major platforms, IMAP said. "Several platforms with managed accounts will be ... |
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