Search Results | Showing 61 - 70 of 209 results for "Streamlining" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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