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Showing 71 - 80 of 427 results for "Automated"

Iress expands Perennial partnership

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
... This model will be an important channel in the future of retail distribution." "Iress provides us with innovative and automated registry technology options that support our focus on enabling all Australians to access high quality active investment so ...

Milestone Group launches valuation tool

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... the first off-the-shelf solution for fair value determinations, enabling best practice to be realised within a highly automated environment. This demonstrates our ongoing commitment to innovation to address evolving industry challenges."

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... teach advisers to do things that was in the old world, very manual and paper-based, into something that's a bit more automated and live in front of a client. They might need to repurpose their paraplanner so that they're sitting next to the adviser ...

Iress steady amid OneVue integration

ELIZABETH MCARTHUR  |  THURSDAY, 19 AUG 2021
... improving, with margin expansion as activity levels rise and markets reopen. "The deployment of our highly competitive Automated Super Admin offer is also progressing well. A major client went life in the half with another due to go live in early 2022," ...

Franklin Templeton appoints unit registry provider

KANIKA SOOD  |  MONDAY, 16 AUG 2021
... which includes digital online app and order pad, the firm said. Franklin Templeton investors will also have access to automated mFunds and broader distribution capabilities, according to Iress. Iress head of funds and platform administration Richard ...

Abrdn acquires robo-adviser

ANNABELLE DICKSON  |  WEDNESDAY, 11 AUG 2021
... significant step forward in building out our Personal vector capabilities. Exo was the first of its kind to offer a fully automated wealth management platform, leveraging machine learning to feed into portfolio decision-making," Abrdn chief executive ...

NSX partners with retail platform

ANNABELLE DICKSON  |  MONDAY, 26 JUL 2021
... upgrades in the last 12 months, with the connection to the Trade Acceptance Service (TAS) last November allowing fully automated trading and novated settlement on the NSX for the first time," NSX chief executive John Karantzis said. "The addition of ...

BTFM, Asgard Capital fined $3m

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... to publish an Adverse Publicity Order on their websites. Justice Wheelahan found that the firms benefited from their automated and offshore processes and systems provided by Genpact Australia. This "may be inferred contribute to substantial profits ...

Vanguard lowers platform fees

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
... execute trades." Personal Investor recently launched an iOS app and has plans to launch a trust and company account, an automated regular investment feature and an Android version of the app.

Pendal to use Calastone order routing

KANIKA SOOD  |  THURSDAY, 27 MAY 2021
ASX-listed Pendal Group has signed up for Calastone's automated processing of fund orders via its order routing solution. Calastone said Pendal, which has $101.7 billion in assets, is now live on order routing and transfer. "Over the past 12 months ...