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Showing 21 - 30 of 33 results for "Adviser Portal"

Macquarie unveils adviser payment service

KARREN VERGARA  |  TUESDAY, 18 JUL 2017
... with their clients' finances quickly and efficiently by managing all of their payment needs through Macquarie's adviser portal," she said. McArdle said feedback from advisers is driving Macquarie to prioritise product enhancements and the AIP service ...

New portal advances SMSF advice

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... to the SMSF space is important and we are excited to be at the forefront offering real differentiation with our adviser portal," Kitto said. Quill Group intends to extend the capabilities of the portal to incorporate legal and estate planning, with plans ...

Out-dated websites flag regulatory risk

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
... Liao said. "We're starting to get a lot of interest from independent dealer groups, especially in regards to the adviser portal space where they really want to tidy up their resource centre. It's an opportunity for everyone to review their current website ...

IOOF launches new adviser portal

KERRIE SYDEE  |  MONDAY, 21 NOV 2016
IOOF has launched a new online portal for financial advisers using IOOF Employer Super, heralding improved features and superior functionality. The new IOOF online experience provides advisers and their support staff (when required) with fast access ...

Sunsuper continues push into adviser market

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
... and services for financial advisers wanting to partner with us," said Fuchs. Sunsuper has also introduced a new adviser portal - Adviser Online - enabling advisers to access their clients' account information at any time. "The positive feedback we've ...

Lifeplan portal puts investors first

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
... investors to monitor and transact online. The launch of the investor portal follows the successful uptake of the adviser portal in November 2014 and has been designed through extensive consultation with advisers and investors to support specific investor ...

Zurich launches optimised adviser portal

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
Zurich has launched its new adviser portal, ZLife, designed to give advisers a new level of visibility and efficiency to manage their Zurich customer portfolio. Replacing Zurich's Adviser Assist portal, the mobile optimised portal allows users to view ...

Over 45s lead super MDIOs

DARREN SNYDER  |  THURSDAY, 31 MAR 2016
... options. ING DIRECT head of third party distribution Mark Woolnough said the launch of the Living Super financial adviser portal was also a key milestone in 2015. "In the past 12 months we've accredited 528 advisers, launched a national advice referral ...

HNW Planning ramps up high-touch advice with netwealth managed accounts

MICHELLE BALTAZAR  |  FRIDAY, 16 OCT 2015
... 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 ...

ING low-fee super hits $1bn mark

JAMES FERNYHOUGH  |  MONDAY, 10 NOV 2014
... the middle of 2014 Living Super was made available through the advice channel, and ING DIRECT plans launch an 'adviser portal' mid-2015, allowing advisers to manage and administer their clients' super online.