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Showing 1 - 10 of 88 results for "CRM"

Mainstream expands private equity offering

ELIZA BAVIN  |  WEDNESDAY, 9 SEP 2020
... US private equity solution to Asia-Pacific, to allow general partners to benefit from one complete system for accounting, CRM, investment and a configurable limited partner (LP) investor portal. The group signed Korea Development Bank Asia (KDBA) as ...

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... designed to help clients achieve their financial goals." Roar Software previously traded as YTML Consulting, and features CRM, file notes and document generation with a subscription-based fee model.

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... management platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client CRM, and video-conferencing tool Zoom for meetings and running "seminars" for his clients. "I am sure there is an increasing ...

Praemium expanding in UK, growing managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 10 FEB 2020
... the Asia business. The Asia business' EBITDA loss decreased by 11% during the period, with revenue increasing in WealthCraft CRM and planning software licences. "The international platform won three awards during 2019, and its gross inflows were up 81% ...

Licensee faces hefty remediation bill

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 SEP 2019
... compliance including the implementation of a risk and compliance platform that enables the dealer group to extract data from its CRM and advice system to build reports that show exactly what's happening across the network. "Our platform allows the ...

NEOS Life partners with insurance tech firm

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2019
... has deployed several functionalities for the start-up in just nine months. This includes implementing an adviser portal; a CRM and sales administration platform; reinsurance reporting; as well as help it integrate with the underwriting engine. NEOS managing ...

Praemium FUA skyrockets

KARREN VERGARA  |  TUESDAY, 13 AUG 2019
... there remain many things for us to do," he said. The next major project is fully integrating the platform, and WealthCraft CRM and financial planning systems. The firm's international business is anticipated to become profitable next year. "We had ...

Industry fund appoints inaugural CIO

KANIKA SOOD  |  WEDNESDAY, 22 MAY 2019
... launched many new initiatives such as an Indexed Balanced Option, member apps, digital card, API platforms, data analytics, CRM system upgrades and automated campaigns. "The fund needs to continue to ensure we build capability in governance, product ...

Midwinter acquires InvestmentLink

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... their members are required to share credentials to banking portals." He added that Midwinter reviewed its advice modelling and CRM solution AdviceOS and found acquiring InvestmentLink was a good fit. "We intend to create one comprehensive research API ...

ASIC suspends advice group AFSL

ELIZABETH MCARTHUR  |  THURSDAY, 2 MAY 2019
... company which specialises in process consulting, digital transformation and outsourcing. He is also the founder of Nuclear CRM, an online platform for financial advisers to manage their business. His LinkedIn states that he was director at J&A Wealth ...
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