Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

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

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 ...

Midwinter adds fintech partner

KARREN VERGARA  |  FRIDAY, 17 MAR 2017
... been integrated into AdviceOS to enable real-time flow of insurance premium product data to the AdviceOS Fact Find, Client Portal and Statement of Advice generator. Client data from AdviceOS can be pre-populated into OmniLife, eliminating the double ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... transaction tools, decision support tools, online business management tools and also received the award for best client portal. "Our latest competitive analysis of the platform industry found platform providers' development efforts have been centred ...