Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 81 - 90 of 427 results for "Automated"

Adviser software soft launches

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... presenting "data-heavy tables in an SoA." "The quality of our data is second to none, being based on sophisticated and automated QA processes, rather than laborious and error-laden manual checking," he said.

BNY Mellon partners with FRT

JAMIE WILLIAMSON  |  FRIDAY, 30 APR 2021
... securities class actions become more complex on a global level, our strategic alliance with FRT provides clients with automated solutions that are designed to quickly adapt as industry complexity grows," she said. The solution will be rolled out across ...

ATO quizzed on readiness for stapling

KANIKA SOOD  |  FRIDAY, 9 APR 2021
... employee." However, when questioned on how many such manual checks ATO expected in the one year until the process is automated, Evans said ATO has no modelling. "We don't have an estimate in terms of volume but there are a number of factors that ...

Class chief financial officer exits

ELIZA BAVIN  |  WEDNESDAY, 10 MAR 2021
... the growth of Class for customers and shareholders. "I am proud of the progress we are making to create a more simple, automated and connected world for our customers," Day said. "There are many great opportunities for growth ahead of Class, which I ...

Australia to echo UK advice growth

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated advice. Intelliflo chief executive Nick Eatock said it will be providing a broader range of solutions as it integrates its five ...

Goldman Sachs launches robo-adviser

KARREN VERGARA  |  FRIDAY, 19 FEB 2021
... opportunities for growth and won't be tied to the fate of a single stock," the website shows. The functions that are automated include the portfolio recommendation tool, account monitoring and rebalancing. "However, there is frequent human involvement ...

J.P. Morgan dominates custody market

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... approaches to improve efficiency, contain risk and minimise the potential for disruption. "Overall, the industry is highly automated, but a small proportion of asset types present challenges in normal times which are amplified through pandemic interruption," ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated advice. Centrepoint Alliance chief executive Angus Benbow said the agreement comes as the firm has been receiving enquiries ...

Milestone launches asset allocation tool

ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
... pControl's Investment Operations solution provides Investment Book of Records (IBOR) capabilities and middle-office automated cash allocation, rebalancing and unitisation. Milestone Group's managing director for APAC Marian Azer said within the region ...

Technology a tool not a threat: Avaloq

ANNABELLE DICKSON  |  THURSDAY, 17 DEC 2020
... respondents noted that the role of technology will not replace their job but make actions like settlements or payments easily automated. Avaloq group chief service delivery officer Michael Pahlke said smart automation will deliver material advantages ...