Search Results | Showing 41 - 50 of 192 results for %22Client Portal%22 |
| | ... Intelliflo to roll out the offering. Intelliflo's Intelligent Office software platform will come up against IRESS as it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated advice. ... |
| | | AMP has updated its approved product list (APL), allowing aligned financial advisers to recommend an enhanced suite of insurers. The new APL includes AIA, BT, MetLife, OnePath/Zurich and TAL. BT and MetLife are the two new additions. And, for the first ... |
| | | ... able to combat this affordability challenge. He used the example of having clients upload their information to a client portal ahead of a first meeting with a financial adviser, saying some businesses found this could save hundreds of hours of work. ... |
| | | ... in September 2019, and the November 2019 announcement of plans for a superannuation offering and April 2020 launch of a portal for direct investors. Vanguard was the second largest investment manager in Australia (behind State Street) with $140 billion ... |
| | | ... it is looking to add over 20 custody clients and employees in the next 12 months, as Royal Bank of Canada (RBC's) March client transfer agreement with Citi comes into effect. "Citi is particularly well placed to facilitate Netwealth's growth plans, whether ... |
| | | MLC Life Insurance is combining its group and retail life insurance divisions to better meet client needs, saying the current level of service is not acceptable. The group has also appointed a new executive team to lead the initiative. The life insurer ... |
| | | ... configurable limited partner (LP) investor portal. The group signed Korea Development Bank Asia (KDBA) as its first APAC based client to be administered on Allvue (formerly AltaReturn). Mainstream said it will administer KDBA's Cayman fund in Hong Kong ... |
| | | ... flows at $9.1 billion, according to Strategic Insight, March 2020. In the year ahead, it is looking to add a mobile client portal app for advisers to use for their wealth management clients. It said it will strategically increase the spend on IT infrastructure ... |
| | | ... delivery, and providers can do more to satisfy their high expectations," Peker said. "A key first step is improving the online client-facing capabilities available to planners and their clients. "For instance, planners currently give just 40% of their ... |
| | | ... Essential, Personal Trading Manager and Insider Trading Manager products. The ASX-listed fund manager is BasisCode's first client in Asia Pacific. BasisCode Essentials provides management tools that for the core elements of a compliance program, according ... |
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