Search Results | Showing 61 - 70 of 88 results for "Wealth platform" |
| | ... providing investment advice to more Australians, we will be integrating our automated advice offering into our leading wealth platform so advisers can incorporate robo-advice into their value proposition for clients." Interested parties have been advised ... |
| | | ... integrated its superannuation, SMSFs, insurance and investments on its BT Panorama, which has about 19% of the wealth platform market. The group's alternative assets fund manager Hastings delivered $30 million in revenue, up 20% on the prior year. The ... |
| | | ... opportunities. Slee was appointed to Bravura Solutions in November 2011, and lead sales in APAC for the firm's flagship wealth platform Sonata. At that time there were two Sonata clients globally and five years later, Sonata had 18 clients globally with ... |
| | | ... Unity Trustees business was also a priority," he said. Australian Unity said organic growth continued across its wealth platform, handling equity, fixed interest, property and bonds investments in addition to operating a building society. The wealth ... |
| | | ... strategic partnership with a $46 billion wealth management firm in the UK. The technology firm has developed a wealth platform for Tilney Bestinvest, which manages assets for private clients, charities and financial advisers. Tilney operates in over ... |
| | | ... the software, it added Omnium insurance research tool OmniLife to its suite of services. "PractiFI is the only wealth platform that integrates best-of-breed industry tools as branded partners, not just 'white labelled,'" Elliott said at the time. "We've ... |
| | | ... however, dropped by 70% on FY2014 to $1.8 million; ClearView's statement attributes this to investments in a new wealth platform and the $3.2 million development of a new product, WealthFoundations. "It is exciting to be part of a growing organisation ... |
| | | Three separately managed accounts (SMAs) added to the MLC Wrap and Navigator platforms have had a combined intake of more than $7 million since their launch in May. The launch of the Antares Listed Property, JBWere Listed Fixed Income and Redpoint Industrials ... |
| | | ... suite of services. Speaking about OmniLife, PractiFI chief executive Glenn Elliott said that "PractiFI is the only wealth platform that integrates best-of-breed industry tools as branded partners, not just 'white labelled.' We've put OmniLife right there ... |
| | | ... have been sourced natively, that isn't the point because with 104 ETPs and 75 mFunds, the ASX is already a major wealth platform player with one of the most comprehensive yet low cost investment menus available. Another feature of the ASX platform, said ... |
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