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Showing 81 - 90 of 192 results for %22Client Portal%22

Mercer appoints new chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 23 JAN 2019
Mercer will welcome a new chief executive following the promotion of Julio A. Portalatin. Marsh & McLennan Companies - the parent company of Mercer - has named Martine Ferland as the new president and chief executive of Mercer, effective March 1. Ferland ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
... investors alike," he said. Also due to be released soon is a unified managed accounts (UMA) solution through a digital portal. Overall, Praemium raked in $768 million of new adviser/investor money in the 2018 December quarter. This takes its gross inflows ...

Industry fund finds new advice tech partner

JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
... enhance face-to-face and phone-based financial advice services. It is also using Midwinter's client engagement tool, Client Portal. BUSSQ relaunched its financial advice arm as Skylight Financial Solutions last year, providing advice on all topics, both ...

Blockchain comes to managed funds

KANIKA SOOD  |  TUESDAY, 4 DEC 2018
... fund managers. "The beauty of the May 2019 migration to blockchain is that there is no technical migration at all from a client perspective," Fox said. "It will be completely seamless." Fox said Australian clients won't have to revamp their systems ...

AMP partners with Morningstar

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
... supporting Approved Product List (APL) management and reporting needs. Morningstar also provides and hosts a bespoke web portal for financial advisers, based on the existing Adviser Research Centre platform, which brings together BT's own research ...

Chatbots will move from consumer finance to corporate: BAML

KANIKA SOOD  |  TUESDAY, 23 OCT 2018
... automation and artificial intelligence, machines can open up that [customer] email, can read it, can quickly decide what is the client trying to find out and they can either answer the question if it's just a balance query or if they want statements," ...

Young advisers key to business sustainability

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
... Management division director Sherise Mercer said. "They have a good understanding of what will resonate with a younger client base and recognise that these clients are not necessarily interested in the same things as their parents. They are at a different ...

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... online portal for advisers. The Zurich Adviser Portal gives advisers a single login to access underwriting quotes, track client application progress in real time and request updates to policy details like address and payment methods. Advisers will now ...

Suncorp charged super members incorrect fees

KANIKA SOOD  |  FRIDAY, 14 SEP 2018
The retail superannuation master trust charged incorrect fees to some of its members in the Suncorp Employee Super and Brighter Super funds and is working on remediating clients. Suncorp charged an incorrect investment fee to its members who joined ...

Fintech introduces STP product

DARREN SNYDER  |  FRIDAY, 31 AUG 2018
... ensure our STP solution is compliant with the new requirements," Beauchamp said. "When our customers login to the ClickSuper portal they are be able to process their STP data files to report employee payments and confirm lodgement of reports with the ...