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Showing 21 - 30 of 49 results for "Navigation"

CFS upgrades FirstChoice and FirstWrap

MARK SMITH  |  THURSDAY, 17 MAR 2016
... beneficiary details, and developed better client review reporting. FirstWrap enhancements include improved usability and navigation for advisers that make it easier to open a new account online. CFS has removed some unnecessary steps for advisers in ...

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
... use of the Iress Xplan software and improve the client experience. Improvements to the software's look and ease of navigation to the various scaled and non-scaled advice documents are based on adviser feedback. The developments were made over 18 months ...

ANZ streamlines OnePath's OneCare Express

STAFF WRITER  |  THURSDAY, 29 MAY 2014
... from different computers. The upgrade contemplates quoting and submitting an increase to an existing policy, improved navigation to switch between multiple clients and the possibility to scan and attach a paper personal statement to the electronic application. ...

CFS awarded 'Best Platform Overall'

STAFF WRITER  |  TUESDAY, 13 MAY 2014
CFS FirstWrap platform was awarded 'Best Platform Overall', 'Best Navigation and User Interface' and 'Best Product Offering' in the recent Investment Trends December 2013 Platform Benchmarking Report CFS FirstChoice platform was awarded 'Best Master ...

Compliance absorbs half of platforms' development budget

LAURA MILLAN  |  TUESDAY, 29 APR 2014
... FirstWrap topped the ranking of full-function platforms by overall functionality for the second year in a row for its navigation and user interface. The platform achieved the highest score in the 10 years of the study and recent enhancements include ...

Banks shift gears on technology spend

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... it is a big part of what we will be building in the next two years," BT head of Platforms Kelly Power said. BT sees navigation, reporting and planning software as priorities. The group keeps an eye on mobile technology and works on intuitive designs ...

More good news for US housing market

MARK STORY  |  TUESDAY, 4 DEC 2012
... investor universe searching for yield amidst record low interest rates," the research concludes. "And yet effective navigation of real estate markets can be quite challenging given market crosswinds; that is, capital market tailwinds and continuing (albeit ...

Macquarie invests in mobile apps for advisers/brokers

LINDA HAUSKEN  |  THURSDAY, 23 AUG 2012
... App Store. Macquarie has also re-launched its popular Little Black Book app, with an improved interface and enhanced navigation. The Little Black Book is a technical guide containing the essential facts and figures financial advisers require on a daily ...

JP Morgan offers mobile access

ELISE BURGESS  |  TUESDAY, 28 FEB 2012
... is lost of stolen." Other planned upgrades for mobile access will include wire payments approvals and multi-language navigation in simplified and traditional Chinese, Japanese, and Spanish.

Investment manager goes mobile

LOREN RUGEBREGT  |  THURSDAY, 11 AUG 2011
... important to us that core customers can get in and out with what they came looking for without being lost in endless navigation." According to Lockhart, the company's research found that customers on a mobile device were not necessarily on a data mission ...