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Showing 791 - 800 of 2567 results for "Online"

Optimo adds SMSF modelling to platform

KARREN VERGARA  |  FRIDAY, 13 APR 2018
Optimo Financial has enhanced its paraplanning software Pathfinder Online to include self-managed super fund modelling capabilities. Pathfinder, an online modelling platform, allows financial advisers to create projections for up to 20 years that cover ...

Robo-advisers a hard pill to swallow for Aussie investors: CFA

KANIKA SOOD  |  THURSDAY, 12 APR 2018
... opinions will shift. You only have to look to the retail sector to see how consumer attitudes have changed, it's normal to buy online these days. It will be the same with wealth management," Stockspot founder and chief executive Chris Brycki said. Six ...

CommInsure, OnePath enhance digital experience

JAMIE WILLIAMSON  |  WEDNESDAY, 11 APR 2018
... to date but the real improvement in our adviser and client experience is just beginning." OnePath also announced added online claims functionality to its OneView Life adviser portal. Lodging a claims form online, advisers can notify ANZ of their client's ...

Copia boutique appoints new portfolio manager

ALEX BURKE  |  TUESDAY, 10 APR 2018
... OneVue from NAB Asset Servicing. In an investor release, Copia said the move to OneVue would bring "some changes and new online functionality. Importantly however, there will be no change to investors' investments with us."

AustralianSuper boosts digital capabilities for engagement

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
... said the chatbot was used about 75,000 times for general enquiries in the first six weeks despite only being available online for five hours a day. With the interactions currently overseen by consultants, Blackmore predicts the machine learning technology ...

Industry leaders join Prospa board

HARRISON WORLEY  |  MONDAY, 9 APR 2018
Two prominent female financial services executives have joined the board of online small business lender Prospa. Gail Pemberton and Fiona Trafford-Walker have been appointed as independent non-executive directors, while current director Greg Ruddock ...

New super fund joins forces with GBST

ALEX BURKE  |  THURSDAY, 5 APR 2018
GBST is partnering with a start-up online super fund to provide a digital on-boarding service for prospective members. Superestate, which launched in March by Olympic medalist Grant Brits and is issued by Tidswell Financial Services, is designed to ...

FASEA standards still lacking: FPA

ALEX BURKE  |  THURSDAY, 5 APR 2018
... sufficient recognition to existing advisers who have completed study, according to FPA chair Neil Kendall. The FPA has issued an online questionnaire to its 13,700 members to gather feedback on FASEA's new guidance on its proposed education standards. ...

Super fund redesigns insurance offering

HARRISON WORLEY  |  WEDNESDAY, 4 APR 2018
... path to code compliance with the introduction of recent enhancements, including: One-step member cancellation of cover online or via phone Online needs assessment and application tools Simplified underwriting and claims processes resulting in reduced ...

Merged super funds save $30m for members

KARREN VERGARA  |  WEDNESDAY, 4 APR 2018
... employer technology and services in the last 12 months that will remain market leading, including uplifting our employer online and clearing house services - which will be of great benefit to Kinetic Super's employer clients in the recruitment industry," ...