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Showing 41 - 50 of 382 results for "Portal"

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
While adoption of artificial intelligence (AI) is limited across financial advice firms, the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client ...

Australian Ethical drops investment fees

ELIZA BAVIN  |  MONDAY, 14 OCT 2024
... administration provider supports the fund and its members by processing super and pension transactions, and providing a member portal for accessing correspondence, statements and updating contact details.

ASIC cancels fewer AFSLs in FY24

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... processes and systems through our stakeholder and applicant engagement process." ASIC is currently building a new digital portal for AFSLs and applicants to make it easier and efficient to apply for, maintain, and vary their licence. It is due to go ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... of asset classes and report on both custody and non-custody assets in a single technology solution. Streamlined adviser portal, including enhanced trading capabilities through the new Asset Preference List (APL). Integration of broker order pads and ...

Australian Ethical locks in new custodian

ANDREW MCKEAN  |  TUESDAY, 3 SEP 2024
... announced last June, was the transition of its super administration to GROW Inc from Mercer, which will "enhance our member portal and the services we provide to our superannuation members," Australian Ethical Super, an entity controlled by Australian ...

ASIC launches new AFSL portal

ELIZA BAVIN  |  THURSDAY, 29 AUG 2024
The Australian Securities and Investment Commission (ASIC) is piloting a new digital portal for licensing which includes the ability to apply for, maintain and vary Australian financial services licences (AFSL). The new AFSL portal was launched on August ...

Vision Super closes property, infrastructure options

JAMIE WILLIAMSON  |  TUESDAY, 6 AUG 2024
... one as a merged fund," he said. He added that Vision is currently working with its insurer, MLC Life, to prepare a new portal and policies for Active Super members, and flagged reductions to insurance premiums are expected.

FEAL names Fund Executive of the Year

MATTHEW WAI  |  FRIDAY, 2 AUG 2024
... growth and benefits for Brighter Super's members, as well as implementing technological efficiencies, like its adviser portal, and reducing fees for members. "Her commitment to innovation, high-quality services, and cost reduction has supported a ...

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
The Investment Trends Adviser Technology Needs Report found financial advisers are showing a strong demand for better technology integration as they look to consolidate their tech stacks. Interestingly, the survey found the adoption of artificial intelligence ...

AIA Australia releases new member insurance portal

ANDREW MCKEAN  |  MONDAY, 1 JUL 2024
AIA Australia has launched a new member insurance portal that enables group insurance customers to track their claims throughout the lifecycle. The portal promises real-time updates on claim statuses. It also offers features such as instant document ...