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Showing 81 - 89 of 89 results for "CRM"

Bridges renews IWL deal

... provider IWL for another three years. Under the deal, Bridges has also contracted IWL to provide other services including CRM, report and portfolio managment, practice management, modelling tools and other infrastructure services. "Being the market leading ...

Coin adds 150 extras and goes STP

ALEX DUNNIN  |  TUESDAY, 19 DEC 2006
... put in place are achieving their objectives," said Graham. Reporting options now include a client relationship management (CRM) module, DICE which will provide advisers with increased flexibility and 21 new letter templates that are now available "out-of ...

XPLAN leads the sector with PlanTech acquisition

HAMISH MADDEN  |  MONDAY, 25 SEP 2006
... merger is highly synergistic and rounds out the XPLAN offering by combining existing capabilities in portfolio management, CRM, practice management and investment modelling with PlanTech's risk capabilities. General manager of XPLAN, Andrew Walsh, said ...

AFS partners to Evolve its XPLAN tools

HAMISH MADDEN  |  THURSDAY, 6 JUL 2006
... specific technology which integrates modelling tools, projections and calculations, portfolio reporting and sophisticated CRM functions. Evolve Logic hopes that the customised XPLAN system will be up and running at the end of this month.

Lonsdale plan ahead with PlanTech

... qualitative and quantitative analysis of personal risk insurance products, can incorporate packaged products, planning tools, CRM and provides transparent research methodology. Modica added that the main advantage to his adviser's work was in giving ...

Coin ranked number one - again

... comparison module, more integration with more platforms, auto-form generation, transaction processing, more data feeds, and CRM enhancements. Graham added that the group has had large growth in the institutional and boutique sectors in the last 12 months. ...

FSP to use PlanTech software platform

PlanTech has announced it will provide the planning, CRM and practice management software platform for national dealer group Financial Services Partners (FSP). Tony Smith, PlanTech Consulting Group's CEO says the most important challenge facing advisers ...

Aon appoints new head of CRM

Aon has appointed a new Head of Client Relationship Management in Victoria, while also picking up a number of super fund mandates with a combined value of over $200 million. Joanne Caruana will join the team as both Senior Consultant and Head of Client ...

Platinum builds IT platform with PlanTech

... solution made this a very easy decision," says Hills. PlanTech's IT platform will including a customer relationship management (CRM) feature, cash flow driving financial planning tools and, a life insurance research tool. These functions are each embedded ...