Search Results | Showing 71 - 80 of 382 results for "Portal" |
| | | Aware Super has launched a new portal for financial advisers as part of its digital transformation project. Adviser Portal can view their client dashboards, change investment options, manage client contributions, and track actions requested on behalf ... |
| | | | ... Complii said complements its compliance modules. Complii added the MIntegrity offering also includes its MIWize e-learning portal, a library of specialised e-learning modules designed to help financial services practitioners in line with FASEA requirements ... |
| | | | ... function to be in-house, the merged superannuation fund will use Iress' Acurity Registry platform and Acurity Online portal. Acurity Registry allows funds to consolidate legacy or disparate systems on a single registry, automating transactions such ... |
| | | | ... despite market volatility, now managing $2.7 billion of investor assets. Diverger also noted the rollout of its new member portal for Knowledge Shop accounting firms and continued investment into digital transformation of core operations, with the expansion ... |
| | | | State Street has introduced its Fund Connect ETF Portal to the Australian market, facilitating the creation and redemption of exchange-traded funds (ETFs), acting as a central platform for accessing issuers. State Street flagged in May last year that ... |
| | | | ... receive any membership services. "We hear every day from AFA members who need some help in completing the move to a new portal, and some others who have been on leave," Abood said. "We will continue the offer to transfer and retain the membership start ... |
| | | | The platform provider has agreed to take over 100% of myprosperity for $40 million, aiming to do so by the end of June. Melbourne-based myprosperity specialises in client portals for financial advisers and accountants and will be operated as a separate ... |
| | | | ... Further, clients are accepting instructions, such as changes in fees or annual fee consents, more and more via their client portal." The newly developed activities will support over 40 common tasks and alerts. |
| | | | ... taking up the product, in addition to several financial advice firms that would be to access it through the Vanguard Adviser Portal. "Not all of those will follow through, we know that. But we think a good number will, so we're really excited by ... |
| | | | ... Further, clients are accepting instructions, such as changes in fees or annual fee consents, more and more via their client portal." Netwealth said the newly developed activities will support over 40 common tasks and alerts, which will grow over time. ... |
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