Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 35 of 35 results for "Client Portal"

Mason Stevens to launch super, grows SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
Mason Stevens is shaping up for a big year, with the platform provider announcing a number of key projects to roll out in 2017. Speaking at an event in Sydney today, managing director Thomas Bignill confirmed Mason Stevens will launch a retail super ...

Out-dated websites flag regulatory risk

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
Financial planning practices must not ignore the regulatory risk of an outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao. Speaking with Financial Standard, Liao said there ...

Wilsons rebrand follows restructure

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
... Wilson HTM has rebranded to Wilsons, effective immediately - the name change includes a redesigned brand, website and client portal. The rebrand follows the organisational restructure of Wilsons in July 2015 which allowed staff to acquire the business ...

FIIG launches Amazon-inspired bond platform

MARK SMITH  |  MONDAY, 30 MAR 2015
... FIIG chief executive Mark Paton said. With FIIG's new online ordering service, clients can access their "MyFIIG" client portal, browse for bonds through an extensive list of options and develop model portfolios based on FIIG's model analysis and add ...

Midwinter adapts planner software to client profile

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
... stories" based on client age or marital status. "Clients who are young singles under 30 will experience a different client portal experience to those clients that are young families under 30," Midwinter managing director Julian Plummer said. "We believe ...
PAGE:
4