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Showing 21 - 30 of 44 results for "Portal for"

OnePath enhances OneView Life

HARRISON WORLEY  |  THURSDAY, 15 AUG 2019
... increases without requiring a client signature and allowed to access more portfolio analytics through the OneView Life portal for "deeper client insights". OnePath head of propositions and group life Gerard Kerr said the changes show OnePath is serious ...

Consultancy launches virtual business coaching

HARRISON WORLEY  |  TUESDAY, 30 JUL 2019
... head online for help from Elixir Consulting. Elixir Consulting launched Evolve Alliance, a virtual business coaching portal for financial advisers in Australia without the time to access the firm's direct business coaching support. Combining a business ...

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 ...

New wellbeing venture for BT

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 APR 2019
BT has launched My Wellbeing Rewards and Portal for life insurance clients, giving them access to discounts and an online hub focussed on health and wellbeing. The My Wellbeing Portal will give clients access to articles on health and wellbeing, personalised ...

New managed portfolio education hub launched

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
A new education portal for financial advisers keen to learn more about managed portfolios has launched. HUB24 introduced a new online hub providing a raft of content for financial advisers, covering how managed portfolios work, how they differ from ...

AMP partners with Morningstar

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
... supporting Approved Product List (APL) management and reporting needs. Morningstar also provides and hosts a bespoke web portal for financial advisers, based on the existing Adviser Research Centre platform, which brings together BT's own research ...

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... Zurich is phasing out its desktop quoting software ZXpress and ZLife platform to make way for a more efficient online portal for advisers. The Zurich Adviser Portal gives advisers a single login to access underwriting quotes, track client application ...

Industry fund increases life insurance engagement

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
Members of a $9 billion industry superannuation fund are set to benefit from greater control of their life insurance arrangements. Vision Super will roll out MLC Life's group insurance digital portal, LifeView, to its 100,000 strong membership. MLC ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
... Approved Product List (APL) management and reporting needs. Additionally Morningstar will provide and host a bespoke web portal for financial advisers, based on the existing Adviser Research Centre platform, which brings together BT's own research output ...

Franklin Templeton launches adviser education tool

KARREN VERGARA  |  MONDAY, 27 MAR 2017
Franklin Templeton Investments has launched its global online training portal for advisers in the Australian market. Franklin Templeton Academy provides an interactive learning curriculum for financial advisers aiming to enhance financial planning knowledge ...