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Showing 421 - 430 of 435 results for "Automated"

Investec measures value of advice

Investec Private Advisers is working on an ambitious plan to give clients automated reports that quantify how much Investec's financial advice adds, or subtracts, to the overall investment returns of their clients. The group's senior executive Robert ...

Macq Wrap to roll-out STP for FP software providers

HAMISH MADDEN  |  THURSDAY, 2 NOV 2006
... capabilities will be made possible for Macquarie owned Coin Software, XPLAN Technology, and VisiPlan. The developments include automated data feeds, automated transaction processing and simpler navigation, reducing manual data downloading, re-keying ...

Financial Synergy scoops ESSB deal

... pension incomes and will streamline everyday administration tasks thanks to the software's intuitive user interface and automated workflow process. Michelle Baltazar

DSTi scoops major software deal

... in the Middle East on providing software services. "DSTi's solution will allow Riyad Bank complete control of their automated mutual fund distribution and unit registry, enabling them to derive maximum operational efficiency," said Mike Winn, DSTi's ...

Plum puts increased super savings on auto-pilot

HAMISH MADDEN  |  FRIDAY, 25 AUG 2006
... level of their contributions lifted once a year at a set time, typically coinciding with a pay review. The process is automated and the employee will usually notice no negative difference to their take home pay, but a significant boost to their super ...

Avant appoints director for S&S reporting system

KATE HAGE  |  WEDNESDAY, 19 JUL 2006
... the product is a market first and has generated a lot of interest from dealer groups and advisers. "For advisers, the automated process enables them to achieve scalability reducing their cost-to-serve and increasing efficiencies in member servicing," ...

BNPPSS zooms in on Asian opportunities

KATE HAGE  |  MONDAY, 5 JUN 2006
... automatic trade processing, it is something we plan to roll out very soon and it will enable our clients almost completely automated services, with reliable connections." "We think the differentiation in these markets will be about group's security and ...

DSTi launches simplified reporting solution

HAMISH MADDEN  |  TUESDAY, 23 MAY 2006
... the launch of its new straight through web enabled reporting tool to automate and simplify business reporting. DSTi's 'Automated Reporting Solution' will integrate with AWD, their business process management product, and the reporting tools currently ...

PSI Super partners with SyncSoft to grow third party admin

HAMISH MADDEN  |  FRIDAY, 21 APR 2006
... of its integrated straight through processing functionalities, imaging and workflow tools, web based transactions and automated documentation features. The implementation of the new administration platform involves the migration of 200,000 members onto ...

DSTi wins tech mandate from Tassie's RBF

Tasmania's Retirement Benefits Fund (RBF) has launched the first stage of its new automated workflow solution, courtesy of DSTi. The workflow solution, called AWD, is designed to increase automation, improve compliance and reduce the costs associated ...