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Showing 51 - 60 of 174 results for "Administration platform"

Praemium renews Asgard contract

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
... July, broking and wealth management firm Hartleys became Praemium's newest client for its reporting and administration platform. Arguably its biggest signing of 2018 came in June when Morgan Stanley Wealth Management Australia signed its 115 financial ...

Bravura live on NZ bank

KANIKA SOOD  |  MONDAY, 29 OCT 2018
One of New Zealand's oldest banks has appointed Bravura Solutions' Sonata as the core administration platform for 500,000 retail and employer members. ASB Bank's KiwiSaver, retail and group investments business will also use Sonata. More ...

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... moving to Praemium's managed accounts solution made sense, given the group had used its reporting and administration platform since 2010. "The ability to customise investor's portfolios, provide tailored and accurate reporting, and offer a market-leading ...

XPLAN picks up Lumen integration

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
... management firm Kina expanded its relationship with IRESS by committing to using the firm's Acurity Online fund administration platform. The $4.3 billion fund administrator said it would use Acurity Online to allow its 700,000PNG members access fund ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
HUB24 is catering for new entrants to the investment platform market with the launch of a lower-cost and simpler option in its investor directed portfolio service (IDPS) and superannuation products. To be introduced in August, the HUB24 core offering ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
Financial advisers rated Netwealth as the top administration platform in Adviser Ratings' annual satisfaction survey. More than 1100 advisers surveyed in the Financial Advice Landscape Report said Netwealth delivered the best investment functionality. ...

Digital transformation challenges super funds

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... more evolved digital member account experience through a well-developed mobile app and replacing their administration platform provider's online member portal with a more user-friendly interface."

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... and wealth management firm Hartleys will manage its client portfolios using Praemium's reporting and administration platform, with the deal set to increase cost efficiencies in Hartleys' administration process. With Hartleys looking to enhance ...

Australian Unity Trustees signs tech partnership

JAMIE WILLIAMSON  |  MONDAY, 4 JUN 2018
... Implementation of the platform will commence later this year. Earlier this year, Bravura's Garradin won an administration platform mandate from Foresters Friendly Society, a funeral bond and insurance business. Bravura's wealth management platform ...

Kina expands IRESS relationship

HARRISON WORLEY  |  MONDAY, 30 APR 2018
A Papua New Guinean bank and wealth management firm is expanding the implementation of an IRESS fund administration platform. Kina Securities, a $4.3 billion fund administrator, will use IRESS' Acurity Online platform to allow its 700,000 PNG members ...