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Showing 21 - 30 of 35 results for "Adviser Portal"

CommInsure, OnePath enhance digital experience

JAMIE WILLIAMSON  |  WEDNESDAY, 11 APR 2018
... client experience is just beginning." OnePath also announced added online claims functionality to its OneView Life adviser portal. Lodging a claims form online, advisers can notify ANZ of their client's intention to lodge a claim. This enables ANZ to ...

AMP and Challenger ink annuities deal

ALEX BURKE  |  TUESDAY, 5 SEP 2017
Challenger annuities will now be available through AMP's adviser portal, marking one of the more historic partnerships since Challenger swapped its financial planning business for AXA's annuities portfolio in 2008. Financial advisers will now be able ...

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 ...