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Showing 31 - 37 of 37 results for "Portal for"

CFS FirstWrap regains platform top spot

MARK SMITH  |  WEDNESDAY, 13 MAR 2013
... introduced a number of improvements to its offering in 2012 which included the addition of e-Post, a secure, online portal for advisers to submit scanned forms for processing; improving reporting; and enhancing its listed securities research which is ...

Online historic cash reporting drives SMSF efficiency

MELANIE TIMBRELL  |  TUESDAY, 6 MAR 2012
... SMSF market. Driven by feedback from stakeholders, the historic CMA statements are secured within the bank's online portal for access by advisers, accountants, trustees and fund administrators. "This is a simple solution that can make a big difference ...

MLC preps advisers for EOFY

ELISE BURGESS  |  WEDNESDAY, 20 APR 2011
... contributions. Richard Nunn, executive general manager, MLC Advice and Marketing, said that MLC had created this online portal for its advisers as the EOFY is often a time where advisers miss the opportunity to introduce new strategies and advice to ...

Cavendish launches adviser portal

COMPANY RELEASE  |  FRIDAY, 4 SEP 2009
Self managed super fund (SMSF) service provider, Cavendish Superannuation has released an online portal for advisers that provides fund information, pension statements, trust deeds and amendments. Peter Cocks, national relationships manager at Cavendish ...

BNP Paribas tech boosts Asian ops

RUTH LIEW  |  THURSDAY, 2 JUL 2009
... the United Kingdom," said the custodian. Some of these technology include Tradeflow for trade processing, an online portal for query management and Neolink - a trade capture and online reporting system. IRP, BNP Paribas' performance and analytics system ...

BGL opens Portal for accountants

MICHAEL HOBBS  |  FRIDAY, 8 MAY 2009
BGL Corporate Solutions has added another tool to the firm's Simple Fund software that reduces time and paperwork for accountants and keeps clients up to date. Portal, which integrates with the firm's Simple Fund software, removes the need for documents ...

Traders join iPhone revolution

RUTH LIEW  |  MONDAY, 14 JUL 2008
... Edition incorporates the gadget's touch-screen functionality and allows trading from any location. This in turn opens the portal for clients to log in 24/7 to tap into real time market news, prices, research companies and their performance, monitor their ...
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