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Showing 301 - 310 of 427 results for "Automated"

Netwealth brings portfolio management tool in-house

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
... With SMART on the netwealth platform, client outcomes can be customised with individual portfolio filters providing automated asset rules including asset exclusions, substitutions and limits. Netwealth has also added an interface with graphical summaries ...

RARE joins Calastone network

MARK SMITH  |  TUESDAY, 2 SEP 2014
... Bernasconi said the efficiency of the Australian industry had increased markedly over the two and half years since Calastone automated the processes of fund/platform communication. "These benefits are real and make themselves felt at all levels," she ...

Dimensional latest to join Calastone network

MARK SMITH  |  THURSDAY, 21 AUG 2014
Global asset manager Dimensional Fund Advisors has become the latest manager to join Calastone's automated global transaction network service. Calastone specialises in automating manual processes for the managed fund and superannuation sectors. Previously ...

Allan Gray funds to access mFund through OneVue

STAFF WRITER  |  FRIDAY, 15 AUG 2014
... the key benefits is OneVue's connectivity to the ASX's Clearing House Electronic Subregister System (CHESS) which has automated integration into our core registry system, Trust Architect." "We're also in discussions with a number of our other fund manager ...

Skaffold targets SMSF with latest hire

STAFF WRITER  |  FRIDAY, 15 AUG 2014
... application that presents company's financial statements in simple visuals that clients can understand. It's entirely automated and updated daily using information sourced through Thomson Reuters.

Digital advice to jumpstart $5.6 trillion land grab

MICHELLE BALTAZAR  |  MONDAY, 11 AUG 2014
... Australia, Singapore, Hong Kong, Malaysia and Indonesia, the concept of 'digital advice' (broadly algorithm-based and automated advice) and 'insurance customised to behaviour and style' (bespoke solutions based on data analytics) are among the game-changers ...

Regulators relaxed about social media: IOSCO

STAFF WRITER  |  FRIDAY, 25 JUL 2014
... information". But use of new technology is not restricted to the use of social media, it also involves growing use of automated tools for the provision of financial information and advice, noted IOSCO. IOSCO said, "None of the regulators who responded ...

Large strides made towards automated advice

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... industry, where data collection and management techniques advance at a fast pace. "The most basic advice will be driven by automated tools," InvestmentLink director Wayne Robinson told Financial Standard. To Robinson, whose company feeds data to financial ...

Calastone launches automated reporting tool

LAURA MILLAN  |  MONDAY, 14 JUL 2014
Calastone network users will be able to electronically communicate half yearly distribution income information from December. The new tool will automate distribution and communications between accountants managing self-managed super funds (SMSFs) and ...

GBST launches SuperStream gateway

JAMES FERNYHOUGH  |  FRIDAY, 27 JUN 2014
... rollover and contribution transactions in time for the new requirements on 1 July. The gateway allows employers to make automated contributions to super funds and allow super funds to automate rollovers. It is one of eight established SuperStream gateways. ...