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Showing 41 - 50 of 387 results for "Portal"

AFCA chief operating officer departs

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... model and a major IT transformation project that has integrated a modern case management system, an updated member firm portal and a new portal for consumers," Locke said. Prior to joining AFCA Untersteiner spent more than 13 years with the Australian ...

AFCA completes independent review of operations

ELIZA BAVIN  |  MONDAY, 9 DEC 2024
The Australian Financial Complaints Authority (AFCA) has announced the completion of a three-year program responding to the 2021 Independent Review of its operations. AFCA said the work had redefined its approach to external dispute resolution. The ...

Northern Trust launches new solution for insto investors

ELIZA BAVIN  |  THURSDAY, 21 NOV 2024
Northern Trust has launched an active collateral solution designed to help institutional investors manage collateral more efficiently while meeting the demands of continual market change. Delivered in collaboration with CloudMargin, a collateral management ...

Colonial First State offers aged care solution

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... care arrangements but does not include personalised financial advice. Members can access the service through an online portal and a national team of care consultants will connect them with service providers in their area. The service includes access ...

Commonwealth Super reports strong investment performance

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... as its transformation program processes, tangible outcomes are becoming increasingly evident. The fund's online customer portal, CSC Navigator, has gained traction since launching in February 2023, with over 47% of customers now signed up. Another milestone ...

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 ...