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Showing 4211 - 4220 of 7014 results for "Platform"

Contango announces multi-asset tech partnership

ALEX BURKE  |  WEDNESDAY, 11 MAY 2016
... employ, manage, monitor and communicate risk. "Bloomberg AIM is perfect for our needs because it is a complete, proven platform that deals with all aspects of portfolio attribution, 'what if' scenario analysis, compliance, trading and back office. With ...

Instreet partners with investment advisory for ethical platform

ALEX BURKE  |  WEDNESDAY, 11 MAY 2016
Instreet Investment has announced a strategic partnership to develop its ethical investment platform, the Emerald Wrap. Following its acquisition of The Emerald Club in January 2015, Instreet has been developing the Emerald Wrap as a tailored investment ...

Decimal makes international debut

KERRIE SYDEE  |  WEDNESDAY, 11 MAY 2016
... with a "leading global professional services firm" allowing it to scale delivery of its enterprise grade robo-advice platform to international banks and financial services companies. The Memorandum of Understanding (MOU) with the unnamed firm, allows ...

Focus Financial expands into Australia

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
... scale of business and their holistic financial planning services, we believe that MW Lomax will act as an attractive platform to consolidate the fragmented planning and accounting space in its local regions." Focus was advised by Minter Ellison, and ...

InvestmentLink developing real-time compliance product

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
... and dealer groups with immediate and ongoing compliance reporting. The product, Halcyon, will use InvestmentLink's data platform as well as external data sources to provide advisers with a tool to manage potential issues as they arise. The platform will ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
Just over a decade ago, netwealth was a platform start-up with $500 million in funds under administration. This year, the group surpassed the $8 billion mark and aim to win more IFAs through its tech-focused business model. At an annual client update ...

QIC makes first agribusiness acquisition

KERRIE SYDEE  |  FRIDAY, 6 MAY 2016
... institutional investors and connections to Asian corporate relationships. It's a natural evolution for our 25 year-old investment platform." Marcus Simpson, head of QIC's NAP transaction team, said, "We believe the Australian food sector is entering ...

Fiducian targeting SMAs

DARREN SNYDER  |  THURSDAY, 28 APR 2016
Financial services platform provider Fiducian has flagged it will be targeting self-managed accounts in the next financial year, capitalising on the rise in SMAs being set up by independent financial advisers. Fiducian chief information officer Alan ...

Paradigm appoints head of operations

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
... Paradigm it's a little different as there is already a well-established risk insurance business, which is an excellent platform to build upon." Paradigm chief executive Bill Danaher added: "Carsten's experience within boutique, medium and large scale ...

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
... were ranked second and third respectively, while AdviserNETgain and Asgard took out the top spots for Hybrid planning/platform applications. Ian Webster, technology analyst at Investment Trends said that XPLAN was leading the way for both comprehensive ...