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Showing 581 - 590 of 640 results for "EMA"

Asteron selects Olicc

MICHAEL HOBBS  |  FRIDAY, 7 DEC 2007
Asteron has partnered with Olicc Technologies to provide an insurance application tracking system that could potentially reduce overhead costs for financial planners. The partnership means planners are able to follow Asteron Lifeguard applications for ...

IWL enters MA ring

CHRIS NICHOLLS  |  WEDNESDAY, 7 NOV 2007
IWL has entered the increasingly crowded managed accounts space with its new portfolio administration and tax reporting system, Virtual Broker Wrap. The product merges the company's wholesale Echelon portfolio administration and tax software with their ...

GESB trebles co-contributions after campaign

WA-based super fund GESB struck a winning formula after its 'Feed Your Super' campaign attracted three times more member co-contributions than it expected. The campaign is a fairly straightforward strategy where members are sent emails and snail mail ...

Encrypt your email: Tumbleweed

MICHAEL HOBBS  |  TUESDAY, 25 SEP 2007
Finance companies may be providing adequate internet security in their businesses but new threats continue to emerge that will constantly put staff internal and outgoing emails at risk, warned an internet security expert. "Finance companies need to ...

AIG auctions ManU FC jersey for charity

ALEX DUNNIN  |  WEDNESDAY, 19 SEP 2007
AIG Life is running a silent auction of a Manchester United soccer jersey that has been signed by the whole 2007 football team, with proceeds going to the Reach Foundation, a charity that works with young people around Australia. The Reach Foundation ...

Good software frees advisers to advise

ALEX DUNNIN  |  WEDNESDAY, 12 SEP 2007
The mark of good financial planning software is that it allows planners to spend more time with clients and less on administration, the Australian Financial Advisers (AFA) Future of Financial Planning Technology luncheon club heard yesterday. Modern ...

No dumb messages at Datasquirt

Call centre software provider Datasquirt has attracted the attention of a top-ranked small cap fund manager ahead of an ASX float designed to fund its smart messaging call centre technology. Macquarie Bank's Australian Small Companies fund, managed ...

Get financial advice on the web

MICHAEL HOBBS  |  MONDAY, 3 SEP 2007
The internet is increasingly becoming a key resource for financial planners who wish to broaden their client base and provide up to date information with the launch of two new websites, RateCity and RatesMate. The two websites are not affiliated but ...

ASFA awards Who's Who

ARIA, Sunsuper and Plum Financial were among the winners at this year's ASFA Communications Awards held in Melbourne last night. The ASFA (Association of Superannuation Funds of Australia) Communications Awards was designed to help raise the overall ...

Blame it on my Blackberry

MICHAEL HOBBS  |  MONDAY, 20 AUG 2007
At a time when financial services professionals are clocking up more work hours than their predecessors, yet another study has found that many people are unable to separate their private and work time due to mobile email devices such as the Blackberry. ...