Search Results | Showing 291 - 300 of 391 results for "Portal" |
| | | Capital market technology firm, Dion Global, has launched its mobile trading platform in Australia. Through an adviser desktop, tablet and mobile platform, the trading suite integrates with portfolio and back office systems providing CRM "productivity ... |
| | | | ... Financial Index Wealth Accountants, Prescott Securities, CIVIC Financial Planning and the MOVO online investment advice portal, will all offer comprehensive "one-stop-shop" advice services which Findex chief executive Spiro Paule described as 'family ... |
| | | | ... new Instant SMSF online application. Topdocs director Michael Spakman said the new feature, available in Topdocs' online Portal, will benefit planners and accountants alike. "We know how frustrating the ABN application process currently is. So as part ... |
| | | | ... Outstanding fund staff member - Kelly Christodoulou (AustralianSuper) Best internalp: REST Industry Super - Project Information Portal (over $10 billion funds under management); LGS - Information Technology Strategy Project (under $10bn FUM) Best member ... |
| | | | ... straightforward and efficient, he said, with netwealth technology connecting smoothly with the dealer group's in-house Adviser Portal. HNW Planning will use the netwealth Managed Account Models as component parts of its AFS-level Model Portfolios that ... |
| | | | ... streamline its NAB Cash Manager investment accounts. The partnership enables financial planners to use Topdoc's online portal to establish a NAB CMA at the same time as a SMSF, company or trust via a single online form. "Many advisers will set up a CMA ... |
| | | | CBA has launched SMSF Portfolio, an online portal which gives self-managed super fund trustees a consolidated view of SMSF assets and liabilities. The new SMSF Portfolio feature is part of CBA's MyWealth mass market wealth management platform, launched ... |
| | | | HUB24 grew gross profit by 3000% in the 2015 financial year to $4.8 million, after a $0.1 million loss in the previous corresponding period. In its annual report, the investment administrator also noted it expected to reach $2 billion in funds under ... |
| | | | ... you come to me, we do your modelling, we agree, I produce the statement of advice, and then I log you onto your secure portal," he said. "Then all you have to do is look at it and electronically sign it if you agree with it, and that allows straight-through ... |
| | | | Link Group has launched a digital superannuation membership card designed for use on smartphones. The digital card is available to members immediately after they join online and it allows customers to access details of their super fund via their smartphone. ... |
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