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Showing 81 - 90 of 392 results for "Automated"

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... is a privately-owned wealth management platform established in 2015. Services include managed discretionary accounts, automated record of advice for non-discretionary managed accounts, wholesale managed funds, superannuation and pension portfolios.

SMSF data misleading: BGL

ALLY SELBY  |  FRIDAY, 31 JAN 2020
... the CPI did not reach the level where the $1.6m pension cap was indexed" he said. "The inability of the ATO to provide automated (API) access to pension balances looms as a huge problem for the industry. "If the current method of indexation remains law ...

Iress invests in blockchain

ALLY SELBY  |  TUESDAY, 7 JAN 2020
... is workable for financial institutions," he said. Walsh said BC Gateways met the industry's demand for cost-effected, automated and compliant technology. "BC Gateways has laid a strong foundation with its platform and its blockchain use-case, and we ...

Cost savings, RC boost digital advice

JAMIE WILLIAMSON  |  MONDAY, 16 DEC 2019
... arms. "Upon publication of the Hayne Royal Commission report, Decimal recorded a significant increase in the number of automated compliance checks triggering advice warnings and adviser referrals, demonstrating effective implementation of compliance ...

Calastone wins mandate

KANIKA SOOD  |  TUESDAY, 10 DEC 2019
... holdings and transactions to enabled platforms on the Calastone network, the network said. As a result, Calastone has now automated over 60% of monthly reports issued by fund managers on its network. "Calastone's interoperable reporting solution converts ...

Cashwerkz, Complii partner to automate compliance

ALLY SELBY  |  TUESDAY, 3 DEC 2019
... ensuring ongoing compliance is carried out at both client and organisational levels. The digital platform also creates an automated end-to-end capital raising solution for both retail and institutional clients. Executive chair at Cashwerkz John Nantes ...

Trustee firm expands into fund administration

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2019
... Kingston said. "A significant portion of these costs arise from fund administration which should be straight-through automated processes supported by capable and efficient customer service and member administration staff." Administration in Australia ...

Industry fund awards admin mandate

HARRISON WORLEY  |  MONDAY, 28 OCT 2019
... technology mandate to IRESS. ESSSuper has signed an agreement with IRESS which will see the technology firm install an automated administration service - Automated Super Admin - for the super fund, which will help to deliver savings and sustainable efficiencies. ...

Recreo, Mine Super enter the cloud

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2019
... named OneTrust, can manage a range of schemes, including defined benefit and defined contribution plans and features automated workflows. Andrew Bain, chief executive of Recreo said: "Today we have delivered a cutting- edge technology solution into a ...

Industry Fund Services adopts regtech solution

KRISTI CHENG  |  FRIDAY, 13 SEP 2019
... effectiveness. Instead of a traditional, manual compliance review of only a sample of client financial planning files, an automated pre-assessment of up to 100% of files will now be possible. Advice Regtech said it will vastly improve the volume of files ...