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Showing 21 - 30 of 192 results for %22Client Portal%22

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... Heine said explained the technologies listed as "ones to watch out for." The report said 30.4% of firms have adopted client portal technology. Survey and client feedback tool usage has grown sharply with an increase of 57.8% from 46.7%, and a further ...

Chant West launches platform rankings

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... platform's adviser portal and other digital tools, the process for buying and selling assets, business level reporting and client reporting capabilities, as well as contact centre, technical and practice management support. Under the system, five apples ...

Hejaz Financial Services, GBST provide online calculators

CASSANDRA BALDINI  |  THURSDAY, 4 AUG 2022
... Equate's Content Management Solution (CMS). For GBST Digital, this three-year engagement is its first Islamic banking client. Hejaz has implemented calculators for insurance needs, extra repayments, offset, borrowing power, retirement adequacy, savings ...

Equity Trustees in new technology partnerships

CASSANDRA BALDINI, CHLOE WALKER  |  WEDNESDAY, 20 JUL 2022
... support growth. "We are also excited about implementing TrustQuay's front-to-back-office platform including their client Portal which will significantly improve the ability of clients to engage with us where and when they choose with complete access ...

Stephen Jones confirmed as financial services minister

CASSANDRA BALDINI  |  WEDNESDAY, 1 JUN 2022
... minister, flagging that Jones had previously said Labor would examine ways of giving financial advisers better access to client superannuation information from the MyGov ATO portal. "We appreciate this initiative, knowing that it will benefit many of ...

Australian Ethical hands down tech mandate

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
... Australian Ethical to power direct to consumer projections that will appear in super fund members' online statements and client portals. "We are delighted to be working with Australian Ethical and take this partnership as a nod to both our modelling ...

Wealthy overlook digital experience

KARREN VERGARA  |  TUESDAY, 14 DEC 2021
... multiple systems and spreadsheets to provide total wealth reporting for clients. Advisers spend an additional two hours per client to deliver a total wealth picture on a single platform. Praemium chief commercial officer Mat Walker said for investors ...

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
... to focus on creating more scale in their business to achieve growth, however 57% were frustrated with manually entering client data into two or three different technology platforms. Iress chief executive Andrew Walsh said that despite there being a narrow ...

Netwealth proposes merger with Praemium

ANNABELLE DICKSON  |  TUESDAY, 2 NOV 2021
... proposed transaction would ensure that the combined group can continue to lead the industry in net funds flow, technology and client service in what is currently a competitive and rapidly changing platform and advice landscape." Praemium has since appointed ...

Active Super revamps digital experience

JAMIE WILLIAMSON  |  WEDNESDAY, 13 OCT 2021
... offering. To make it easier for members to manage their superannuation, Active Super streamlined the design of its member portal and increased functionality alongside more stringent security measures. This includes multi-factor authentication for greater ...