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Showing 61 - 70 of 209 results for "Streamlining"

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 ...

abrdn's Jollie outlines next steps

ELIZABETH FRY  |  FRIDAY, 7 JUL 2023
... investment capabilities into Australia in response to the increasingly competitive nature of the market," he added. "Streamlining our business through these partnerships will drive efficient, client-led, sustainable growth while maintaining a world-class ...

Australian Ethical selects new administrator

ANDREW MCKEAN  |  THURSDAY, 15 JUN 2023
... update, Australian Ethical explained that following its merger with Christian Super, its focus has shifted towards streamlining back-office operations and driving efficiencies, starting with the transition of superannuation administration services to ...

Super funds pursue merger, chief executive chosen

JAMIE WILLIAMSON  |  WEDNESDAY, 7 JUN 2023
... heritage. "We've modelled the benefits of the merger, which found a range of synergies. Over time, combining the funds, streamlining our offerings and moving onto Vision Super's internal administration platform will translate into lower costs, improved ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... on Salesforce. The investment platform offers both back-office administration and front-end digital capabilities, streamlining workflows to help advisers manage client relationships, portfolios, and administrative tasks. GBST chief executive Rob DeDominicis ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... advice meeting. The third major innovation is eliminating the need to rekey the same client data multiple times, streamlining the full advice workflow from online fact-finding through to investment execution on the platform. "These are all clear differentiators ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... the adoption of a holistic package of reforms," the JAWG said. "The reforms must extend beyond easy wins such as streamlining fee disclosure requirements and iron out obligations like the design and distribution obligations." The letter to Jones was ...

BGL adds company tax return to software solution

CASSANDRA BALDINI  |  TUESDAY, 13 DEC 2022
... ATO's approval, clients can now prepare and electronically lodge the 2022 Company Tax Return in Simple Invest 360, streamlining their compliance workflow. "This is a fantastic achievement and another industry first for the Simple Invest 360 product ...

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
... core functionality, including an investment switch capability, a tax estimator, and a new digital consent process, streamlining the fee approval process with advisers. AMP platforms director Edwina Maloney said that these additions to North, together ...