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Showing 81 - 90 of 106 results for %22Adviser Technology Needs Report%22

BT launches Wrap DeskTop companion app for iPad

STAFF WRITER  |  TUESDAY, 17 SEP 2013

Wealthtrac launches cloud-based SMSF platform

MARK SMITH  |  FRIDAY, 5 APR 2013
... almost half that of its nearest competitor. "We have been working closely with our advisers to understand their changing needs post FoFA, with issues such as fees, compliance, and process automation being at the top of the list. We believe our new SMSF ...

Details still needed on opt-in: ANZ Wealth

CLAIRE MCGREAL  |  FRIDAY, 23 MAR 2012
... its amendment to the FOFA legislation relating to the controversial requirement, which gives ASIC the power to exempt an adviser or dealer group from opting-in. Under the new legislation, the regulator "may exempt a person, or a class of persons, from ...

Asteron Life completes $10m platform upgrade

ELISE BURGESS  |  WEDNESDAY, 29 FEB 2012
Asteron Life has continued its product rollout targeting the independent adviser market, with the completion of a $10m technology upgrade to its Asteron Life Complete platform. Jordan Hawke, Asteron Life executive general manager, adviser distribution ...

Securitor advisers gain new access

ELISE BURGESS  |  TUESDAY, 21 FEB 2012
... and strategy website for its advisers, offering equities, product and thematic market research to meet the needs of its adviser network. The new website will include a range of features such as podcasts, approved product lists, model portfolio information ...

netwealth aims to plug gaps in planner needs

MATT WOODINGTON  |  MONDAY, 19 SEP 2011
... the last 12 months and believe we have delivered a clean intuitive and innovative service harnessing the latest web technology and usability," said Matt Heine, executive director, netwealth. "We spend a lot of time talking to our clients and developing ...

AXA adopts new wealth platform

RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
... AXA's desire to provide the best possible technology framework to deploy advice and practice management services to its adviser businesses, said Tizzy Vigilante, IRESS general manager, wealth management Australia. "Our continued focus is on making it ...

Asgard upgrades eWrap

... have the added ability to set portfolio preferences at an individual client level to tailor the template to the individual needs of the client. "They'll benefit from greater portfolio administration efficiency, be able to keep clients' portfolios on ...

Macq Wrap releases new accounts

ELISE BURGESS  |  TUESDAY, 3 MAY 2011
Macquarie Wrap creates accounts structure free of adviser rebates and commissions that offers a new range of investment, superannuation and pension accounts. The Consolidator Series has a flexible pricing structure that Macquarie said would allow advisers ...

Aviva, AMP and CommInsure top insurance

RUTH LIEW  |  TUESDAY, 22 JUN 2010
... "Macquarie and AMP are the leaders in this area - but there is still a significant gap between insurer capability and adviser needs," said Cobb. Meanwhile, Tower's tele-underwriting services were rated as the best among all the insurers surveyed. AIA ...