Search Results | Showing 81 - 90 of 392 results for "Automated" |
| | ... 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. |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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. ... |
| | | ... 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 ... |
| | | ... 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 ... |
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