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Showing 5551 - 5560 of 7019 results for "Platform"

XPLAN updates for opt-in

RACHEL DAVIS  |  WEDNESDAY, 8 JUN 2011
... be finalised, we anticipate that opt-in will happen, one way or another, and it is our job to ensure that our advice platform software can help our clients manage the process efficiently and cost-effectively," Mr Knowles said. "Advisers who use XPLAN's ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 8 JUN 2011
... cent. Apple gave up another 1.8 per cent after Monday's loss, which came despite the launch of its ambitious new cross-platform iCloud online digital storage service. Bernanke was not very upbeat in his speech to an audience in Atlanta, Georgia, offering ...

Praemium V-Wrap platform goes mobile

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
Over 200 planning groups will soon have mobile phone access to portfolio administration provider Praemium's V-Wrap platform with ready access to portfolio summary and market data services. Praemium's V-Wrap Mobile technology will provide financial planner ...

Asgard upgrades eWrap

Asgard has released an extensive range of new features for its eWRAP platform designed to drive greater productivity and profitability by helping advisers to deliver more customised advice for more clients in less time. The enhancements include simplified ...

Software speeds up SMSF creation

ALISON BEVEGE  |  WEDNESDAY, 1 JUN 2011
... collectibles and exotic agricultural goods through the software, which is integrated with OneVue's unified managed account platform, said OneVue Head of Sales Stephen Karrasch. The wide variety of products available comes as a result of OneView's independence ...

Industry funds, independent platforms stand up for FOFA reforms

ALISON BEVEGE  |  WEDNESDAY, 1 JUN 2011
... counter-response to further strengthen the package." Connie McKeage, chief executive of independent unified managed account platform OneVue, said those benefiting from conflicted remuneration should be celebrating that they had got away with it for so ...

BT Wrap releases AdviserNETgain integration

ELISE BURGESS  |  WEDNESDAY, 1 JUN 2011
BT financial planners now have access to an in-depth integration between investment platform BT Wrap and online planning solution AdviserNETgain, with new systems to raise efficiency. AdviserNETgain, which has over 2,000 users, allows advisers to produce ...

MLC hands planners client engagement tool

MATT WOODINGTON  |  TUESDAY, 31 MAY 2011
MLC has launched a new tool for financial advisers, helping them increase engagement among their existing client base. My Client Leads is designed to identify the potential needs of clients and flag up when they may be in need of advice. According to ...

Schroders move $25bn to single platform

ELISE BURGESS  |  TUESDAY, 31 MAY 2011
... Dimension. Taking 12 months to move the Australian business across, Schroders confirmed that it has now dropped its Portia platform and other in-house systems after 12 years, instead opting for a single platform. The fund manager said it has now removed ...

New software simplifies front office broking

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
... their clients," he said. GBST provides front and back office technology to broking houses. It also provides wrap and platform technology to wealth managers such as Macquarie, BT and Oasis (ING). Orrock said the financial services world had change vastly ...