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Showing 351 - 360 of 397 results for "Portal"

MLC MasterKey platform revamped

ELISE BURGESS  |  WEDNESDAY, 8 JUN 2011
... Cash Rate Target. "We listened to feedback and have delivered changes to increase the functionality of MasterKey's online portal. We have in turn strengthened the foundation of our platform to enable future developments," said Dean Thomas, general manager ...

XPLAN updates for opt-in

RACHEL DAVIS  |  WEDNESDAY, 8 JUN 2011
... efficiently and cost-effectively," Mr Knowles said. "Advisers who use XPLAN's Client Online module will already have a portal by which their clients can review services provided and elect to opt-in electronically. "However we are also going to enable ...

BT Wrap releases AdviserNETgain integration

ELISE BURGESS  |  WEDNESDAY, 1 JUN 2011
BT financial planners now have access to an in-depth integration between investment platform BT Wrap and online planning solution AdviserNETgain, with new systems to raise efficiency. AdviserNETgain, which has over 2,000 users, allows advisers to produce ...

MLC preps advisers for EOFY

ELISE BURGESS  |  WEDNESDAY, 20 APR 2011
... contributions. Richard Nunn, executive general manager, MLC Advice and Marketing, said that MLC had created this online portal for its advisers as the EOFY is often a time where advisers miss the opportunity to introduce new strategies and advice to ...

BNY Mellon upgrades asset servicing

MICHELLE BALTAZAR  |  TUESDAY, 19 APR 2011
... business intelligence or enhanced reporting, the timely delivery of information is critical. By adding NEWS to [our web portal], we can streamline the workflow process for clients," said Michael DeNofrio, executive vice president and head of U.S. investment ...

Advant Online signs AXA

ELISE BURGESS  |  WEDNESDAY, 23 MAR 2011
... after their dealer group struck a deal with Advant Online. To boost support for its advisers, AXA joined the online web portal, allowing advisers to find and access relevant fee-for-service documents. AXA called the portal 'future ready', with marketing ...

Tower improves Accelerated Protection

RUTH LIEW  |  FRIDAY, 29 OCT 2010
... advisers can now use an offline quoting tool called xQuote to upload offline quotes directly to the Tower Adviser Centre portal. Others such as quote illustration reports and the Tower Adviser Centre have also received makeovers. "Ultimately we aim to ...

AXA Aus launches adviserweb

MICHELLE BALTAZAR  |  TUESDAY, 28 SEP 2010
... principals can also customise who can access the data. For example, junior and admin staff can only view certain parts of the portal while advisers and senior staff have more information available. Security is a key issue, said Cimino, which is why information ...

RIAA unveils investment academy

COMPANY RELEASE  |  THURSDAY, 19 AUG 2010
... introductory lessons, will be the first program launched and will be available globally through the RI Academy's learning portal. The Academy will provide an affiliate hosting program so large financial institutions and associations can develop region- ...

AUSCOAL goes live on Bluedoor

RUTH LIEW  |  THURSDAY, 12 AUG 2010
... fund administration system update for its employers and members, AUSCOAL Super has also launched the Bluedoor Solution web portal, providing a new website that introduces a range of online transactional capabilities. The new AUSCOAL Super website is ...