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Showing 31 - 40 of 392 results for "Automated"

MLC to face court over insurance failures

JAMIE WILLIAMSON  |  FRIDAY, 19 NOV 2021
... premiums despite having not received a renewal notice. This was apparently the result of mail suppression breaches whereby automated communications were turned off for some insureds and were required to be turned back on manually, which failed to happen. ...

Vanguard launches automated investing solution

KARREN VERGARA  |  MONDAY, 15 NOV 2021
... to a flat rate of 0.79%. "We hope that since many of our clients already regularly contribute to their accounts, this automated regular investment feature will further encourage and make it easier for them to be disciplined as they build and diversify ...

Trustees Executors awards technology mandate

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
... architecture will let us connect with varied other investment providers and sources. "In addition, the system's automated real-time method to exchange information and keep everything in sync means clients will always have the latest information as ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... tool on its platforms FirstChoice and FirstWrap. Iress managing director of financial advice Tizzy Vigilante said the automated solution will result in reduced time spent on paper-based administration and data entry for advisers, as well as increased ...

BNP Paribas scores new FX mandate

ELIZABETH MCARTHUR  |  FRIDAY, 29 OCT 2021
... transparent execution coupled with competitive FX rates and settlement across different global custodians." "This fully automated FX solution allows the asset manager to focus on their investment strategy, knowing their FX needs and requirements are ...

Iress expands Perennial partnership

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
... This model will be an important channel in the future of retail distribution." "Iress provides us with innovative and automated registry technology options that support our focus on enabling all Australians to access high quality active investment so ...

Milestone Group launches valuation tool

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... the first off-the-shelf solution for fair value determinations, enabling best practice to be realised within a highly automated environment. This demonstrates our ongoing commitment to innovation to address evolving industry challenges."

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... teach advisers to do things that was in the old world, very manual and paper-based, into something that's a bit more automated and live in front of a client. They might need to repurpose their paraplanner so that they're sitting next to the adviser ...

Iress steady amid OneVue integration

ELIZABETH MCARTHUR  |  THURSDAY, 19 AUG 2021
... improving, with margin expansion as activity levels rise and markets reopen. "The deployment of our highly competitive Automated Super Admin offer is also progressing well. A major client went life in the half with another due to go live in early 2022," ...

Franklin Templeton appoints unit registry provider

KANIKA SOOD  |  MONDAY, 16 AUG 2021
... which includes digital online app and order pad, the firm said. Franklin Templeton investors will also have access to automated mFunds and broader distribution capabilities, according to Iress. Iress head of funds and platform administration Richard ...