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|Showing 1 - 10 of 88 results for "CRM"|
|... 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 ...|
|... 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.|
|... 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 ...|
|... 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% ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
AIA Australia's newly launched advice business has named a chief executive to lead its efforts, as the life insurer brings some Commonwealth Financial Planning advisers into the fold.
Yesterday's Standing Committee hearings on financial advice suggested the corporate regulator and industry superannuation funds are the only ones benefiting from increasing costs.
The superannuation startup geared at self-employed workers is looking to raise $1.5 million, as it sets it sights on 60,000 members in five years.
The Australian Financial Complaints Authority (AFCA) has made changes to its procedures to weed out complaints where the consumer didn't really suffer any financial harm.
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