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Showing 81 - 90 of 157 results for "Administration platform"

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
... The modules we have implemented add a new front-end dimension to the existing, very powerful portfolio administration platform, and are improving the systemisation and efficiency of our workflow management," Mutual Trust chief executive Tim Hammon sa ...

CleverSuper launches SMSF platform

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... to bring advisers and self-managed superannuation funds (SMSF) closer together with the launch of a new administration platform. The service is available for a monthly fee and it provides advisers and trustees with an individual fund set up, full SMSF ...

Financial Synergy to release SuperStream-friendly platform

LAURA MILLAN  |  TUESDAY, 23 APR 2013
... Synergy announced today that it will be releasing an updated and SuperStream-friendly version of its Acurity administration platform. The release adapts the platform to Stronger Super legislative changes such as MySuper, SuperStream and Australian Taxation ...

Powerwrap acquires MWH Capital

MARK SMITH  |  THURSDAY, 21 MAR 2013
Independent administration platform provider Powerwrap has acquired financial services firm MWH Capital, it was announced yesterday. MWH Capital has a clearing and execution agreement in place with Pershing Limited, a subsidiary of BNY Mellon. Powerwrap ...

Hillross nudges $1bn in FUM

BEN COLLINS  |  TUESDAY, 15 JAN 2013
AMP-owned wealth manager Hillross Financial Services said yesterday it had notched-up over $1 billion in funds under management for its multi-manager investment option. Hillross managing director Hugh Humphrey said the $1 billion milestone for its Experts' ...

FoFA reforms dilute platform pricing power: Centurion

MARK SMITH  |  WEDNESDAY, 12 DEC 2012
Price pressure instigated by the future of financial advice (FoFA) reforms on planning licensees will be passed on to administration platforms and related services, according Centurion Market Makers' Chris Wrightson. The financial advice business broking ...

CCH to handle First Super compliance admin

MARK SMITH  |  WEDNESDAY, 21 NOV 2012
... data into those forms from its accounting and administration systems. We are also working closely with administration platform providers to automate data extracts from their platforms to further streamline the compliance process."

Online tool offers comparative performance data

MARK SMITH  |  WEDNESDAY, 24 OCT 2012
SelfWealth, a new online tool for comparing investment portfolios with others, has launched in Australia today. The new subscription based tool allows users to compare their portfolio's performance against those of peers, professionals and the wider ...

Powerwrap's platform offers advisers full choice

LINDA HAUSKEN  |  MONDAY, 3 SEP 2012
Powerwrap Limited has upgraded its SMARTwrap platform as part of its overall business strategy to offer independent financial advisers full choice at what they regard as a reasonable price. The SMARTwrap Investment Account now offers access to over ...

StatewideSuper re-signs Bravura

LINDA HAUSKEN  |  THURSDAY, 19 JUL 2012
South Australian based StatewideSuper has signed another three year contract with wealth management software provider Bravura Solutions to ensure further access to its ePASS superannuation technology. StatewideSuper's web portal is currently powered ...