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Showing 51 - 60 of 207 results for "Streamlining"

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... milestone in our progress towards a simpler, more focused Iress. As part of our refreshed strategy, we are committed to streamlining operations, reducing costs and managing our portfolio of non-core assets for release of capital to reduce debt," he said. ...

Future Group commences organisational restructure

ANDREW MCKEAN  |  TUESDAY, 20 FEB 2024
... of the restructuring involves merging separate marketing departments into a singular group marketing function and streamlining administration and backend processes onto one platform. "Whilst we are undertaking more detailed consultations with our team ...

Macquarie Wrap rolls out new features for advisers

ANDREW MCKEAN  |  TUESDAY, 9 JAN 2024
... solved without the need to speak to a consultant over the phone." The "enhanced digital experience" also entailed streamlining various forms such as adviser-initiated pension payments, advice fee-grouping, digital advice fee, switch, and application ...

Colonial First State enhances FirstChoice with Elemnta

CHLOE WALKER  |  TUESDAY, 21 NOV 2023
... giving precious time back to advisers to focus on their clients by increasing efficiencies, improving compliance and streamlining day-to-day processes," Power said. Elemnta chief executive Shaun Green said during the pilot stage, advisers gave "overwhelmingly ...

J.P. Morgan readies evergreen solution for wholesale market

ANDREW MCKEAN  |  MONDAY, 13 NOV 2023
... J.P. Morgan is set to expand its local product offering, increasing the frequency of capital raising efforts and streamlining the application process for alternative investment opportunities to ensure that investors - and their advisers - enjoy greater ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... more clients than other firms on average and can serve them with greater service efficiency from a lower spend. "By streamlining the advice process and implementing well-documented service models and systems, high-performing firms enable advisers to ...

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
... advisers on the horizon. The fund manager's new platform - Betashares Direct - offers an "AutoPilot" feature, streamlining the process of setting up recurring investments, investing in professionally constructed diversified portfolios, and building ...

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... agreement stems from rigorous due diligence by both parties to secure optimal client outcomes. With a dedicated team streamlining the onboarding of referred clients, we aim to automate much of the process for a swift and smooth service transition." Meantime ...

DB Results launches policy admin system

CHLOE WALKER  |  MONDAY, 21 AUG 2023
... officer and financial services sector lead Matt Nidd, the PAS ecosystem is an "innovative, secure, modern ecosystem, streamlining compliance, supporting real-time transactions, and enhancing customer experience and automation." Nidd added there's ...

Treasury consults again on FFSP exemptions

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2023
... diversify their significant assets under management. Most of the changes were included in Treasury Laws Amendment (Streamlining and Improving Economic Outcomes for Australians) Bill 2022 which was tabled in February last year, after plans to reintroduce ...