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Showing 71 - 80 of 157 results for "Administration platform"

AMP practices embrace PractiFI platform

ALEX BURKE  |  THURSDAY, 2 JUL 2015
... Several AMP practices, including PFG Financial Services, are adopting cloud-based financial advice business administration platform PractiFI. PractiFI aims to integrate CRM, registry, policy administration, and telephony systems for financial advice ...

Virgin and Mercer announce super partnership

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
... milestone for Mercer as Virgin Money will be the first new client to experience Mercer's upgraded customer and administration platform which includes custom built analytics and digital technologies to enable customers to compare, forecast and interpret ...

VicSuper launches next-gen admin platform with Bravura

ALEX BURKE  |  TUESDAY, 17 MAR 2015
... platform in partnership with Bravura Solutions. Implemented over the course of 18 months, the new core administration platform is designed to streamline processing, reconciliation and reporting functionalities for the $14 billion, plus-240,000-member ...

Federation Alliance appoints acting CEO

STAFF WRITER  |  TUESDAY, 14 OCT 2014
... last year. The business was launched through a partnership with Australian Unity to provide an investment administration platform for financial advisers. It currently has in excess of $210 million in funds under administration and is receiving $25 million ...

ClearView launches new super product

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
ClearView Wealth Limited has launched a new super and pension product and introduced a new administration platform. The super and pensions product, WealthFoundations, offers 14 diversified and single sector Investment Portfolio Service (IPS) strategies ...

Link Group to buy Superpartners

JAMES FERNYHOUGH  |  TUESDAY, 23 SEP 2014
... announced they would enter a heads of agreement with Link Group "for the provision of a superannuation administration platform and the ancillary sale of Superpartners subject to due diligence." The announcement continued: "Link Group was chosen as the ...

OneVue lists on ASX

MARK SMITH  |  FRIDAY, 25 JUL 2014
... as major shareholders in November. The wealth managers invested $6.75 million in the financial services administration platform business in exchange for a combined stake of around 20%.

BGL 360 Fund commercial release imminent

HARRY PAGE  |  FRIDAY, 14 FEB 2014
... has announced the commercial release date for its cloud-based self-managed superannuation fund (SMSF) administration platform, the Simple Fund 360. The Simple Fund 360 will be released on 19 March 2014 and will include almost 100 data feeds from the ...

Perpetual and Thorney "instrumental" in OneVue IPO talks

MARK SMITH  |  MONDAY, 25 NOV 2013
... became major shareholders last week. The wealth managers invested $6.75 million in the financial services administration platform business in exchange for a combined stake of around 20%. McKeage, who stepped out of a management meeting about how to tackle ...

Select AM strengthens partnership with MGD Wealth

LAURA MILLAN  |  WEDNESDAY, 25 SEP 2013
MGD Wealth has added a third portfolio from Select Asset Management, further strengthening the companies' partnership. MGD Wealth has added Select AM's LDI Connect 20 Portfolio to its investment options. The new portfolio aims at providing cash reserves ...