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Showing 21 - 30 of 37 results for "Client Portal"

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... able to combat this affordability challenge. He used the example of having clients upload their information to a client portal ahead of a first meeting with a financial adviser, saying some businesses found this could save hundreds of hours of work. ...

Netwealth reports $43.8m in FY20 profits

KANIKA SOOD  |  TUESDAY, 18 AUG 2020
... flows at $9.1 billion, according to Strategic Insight, March 2020. In the year ahead, it is looking to add a mobile client portal app for advisers to use for their wealth management clients. It said it will strategically increase the spend on IT infrastructure ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... projects that AdviserLogic is looking at right now are: building adviser efficiency dashboards for licensees and a client portal for advisers to engage with their clients, according to Wickham. "Joining forces with Morningstar will accelerate the development ...

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... engagement tools of their planning software. "This desire is also reflected in their interest in widening their online client portal capabilities. Almost all planners (94%) believe their clients can benefit from access to an online portal, most often ...

Zurich launches new client portal

ELIZABETH MCARTHUR  |  FRIDAY, 24 MAY 2019
Zurich has launched a new on demand, self-serve portal for life insurance, superannuation and investment clients. The My Zurich portal will offer a new level of engagement for clients, which Zurich said will drive greater adviser efficiency and streamline ...

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... client engagement levels at the same time. Notable developments in 2018 ranged from improved cash management tools to client portal enhancements." Choi said the report also recognised the growing influence of managed accounts, noting 16 platforms now ...

Industry fund finds new advice tech partner

JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
... enhance face-to-face and phone-based financial advice services. It is also using Midwinter's client engagement tool, Client Portal. BUSSQ relaunched its financial advice arm as Skylight Financial Solutions last year, providing advice on all topics, both ...

Young advisers key to business sustainability

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
The highest performing financial services firms are those that are more likely to hire younger advisers, according to new research. Macquarie's second bi-annual AFS Benchmarking Report shows that more than 55% of high performing firms are hiring younger ...

FinPal integrates broking capabilities

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... mortgage commissions, with data specific to the mortgage industry also flowing through to existing features such as the client portal and document generation system. In future, FinPal plans to integrate complementary technologies similar to its recent ...

Midwinter recruits to strengthen cyber security strategy

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
Financial services technology provider Midwinter appointed a head of cyber security to assist in launching its new service providing cyber health checks to financial advisers and accountants. Joining from Commonwealth Bank, Edward Li will be responsible ...