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Showing 41 - 50 of 52 results for %22Unified Financial Services%22

OneVue on global path with managed accounts

ELISE BURGESS  |  THURSDAY, 14 OCT 2010
... executive officer. McKeage said that while there are other managed account products available in the market, their so-called unified managed account (UMA) allows clients to integrate or manage under one platform their share portfolios, bonds, managed ...

Progress fast tracks bank fraud alert

MICHELLE BALTAZAR  |  TUESDAY, 8 JUN 2010
... and better analysis of customer activity and feedback. According to IDC research, the companies requiring this type of unified solution is predicted to be greater than US$10 billion. In addition, banking fraud has become a bigger issue in the financial ...

OneVue and BGL to white label UMA

MICHAEL HOBBS  |  TUESDAY, 13 APR 2010
OneVue and BGL Corporate Solutions have teamed up to develop a unified managed account (UMA) for Australian Financial Services Group (AFS) advisers. Both companies plan to white label the product to other financial advice dealer groups. The service ...

HUB24 wins Sentry mandate

COMPANY RELEASE  |  MONDAY, 12 APR 2010
Sentry Group has appointed HUB24 to provide Unified Managed Accounts (UMA) for the dealership's 330 planners. Sentry is the first national dealer group client of HUB24, according to a press statement. Commenting on the appointment, Sentry chief executive ...

Multiport upgrades UMA service

COMPANY RELEASE  |  WEDNESDAY, 3 MAR 2010
Multiport has improved its unified managed account offer by upgrading its model portfolio management system - allowing SMSFs to use model portfolios alongside their direct investments on the same Multiport service. The move allows dealer groups to operate ...

Mortgage trust managers have lots of questions to answer

JOHN KAVANAGH  |  FRIDAY, 19 FEB 2010
... mortgages) can no longer be sold through trusts that offer investors their money back at call. But so far there is no unified solution. Balmain Funds offers investors a 36 month term, Perpetual pays back available cash each quarter and Australian Unity ...

OneVue buys 50pc of WealthCraft

RUTH LIEW  |  THURSDAY, 17 SEP 2009
... natural evolution," said Connie McKeage, chief executive of OneVue. Kallas said with OneVue's unit registry solution and unified managed account sitting between the CRM system and SWIFT enabled messages, the two firms were able to come up with cost effective ...

New sales manager for PASF

ALEX DUNNIN  |  WEDNESDAY, 15 APR 2009
... rolled out a string of enhancements to its platforms, including consolidated investment management and options and has also unified the asset consulting arrangements across the funds while appointing a chief investment officer. Megan Bolton, PASF chief ...

Barclays to buy ABN AMRO

CHRIS NICHOLLS  |  TUESDAY, 24 APR 2007
... will become the group's holding company, with a UK corporate governance structure and head office in Amsterdam. The new unified board will consist of 10 Barclays members and nine ABN AMRO members. Independent of the merger, ABN AMRO has also agreed to ...

Asgard flags plan to step ahead of competitors

... Wilson said that they will start to roll out a fully integrated web-based solution later this year that promises a more unified front end to back office software solution. Wilson explained that currently, advisers are spending an enormous amount of time ...