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Showing 81 - 90 of 171 results for "Administration platform"

Mercer selects customer management platform

DARREN SNYDER  |  TUESDAY, 15 SEP 2015
... implementation at an institutional client site was an achievement for the cloud-based financial advice administration platform considering the product was launched 12 months ago. Elliott said the platform is based around Salesforce but crafted to the ...

PractiFI expands with $1.3m seed funding

ALEX BURKE  |  MONDAY, 14 SEP 2015
Financial advice practice administration platform PractiFI has closed its seed funding round after raising capital to expand overseas. PractiFI raised $1.3 million in angel investor funding from Australia, Malaysia, the UK and US. "We are hugely excited ...

GBST wealth management performance drives 52% profit boost

ALEX BURKE  |  WEDNESDAY, 12 AUG 2015
... profit to $15.3 million. Revenue in subsidiary GBST Wealth Management, which provides the Composer funds administration platform, grew by 4% in Australia to $19 million, while UK sales grew significantly - up 41% to $50.1 million. The capital markets ...

Large institution acquires SMSF admin firm

LAURA MILLAN  |  FRIDAY, 17 JUL 2015
One of Australia's largest financial institutions has acquired a self-managed super fund (SMSF) administration business with over 1,000 funds under administration. AMP SMSF has bought Justsuper, which will continue to operate under its own brand name ...

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 ...