Search Results | Showing 1 - 10 of 32 results for "Client Portal" |
| | ... platform, the total growing 17% year on year. In February, HUB24 launched a prototype of the new Class and NowInfinity client portal. The platform also signed 42 new distribution agreements in the quarter. Last April, HUB24 partnered with Equity Trustees ... |
| | | ... includes a first-class user experience, goals-based advice, and an affordable fee model. "Clients will have their own client portal via myprosperity with live investment and bank data feeds," he said. "The portal provides visibility for clients so that ... |
| | | ... for its advisers that will be launched later this year. Advice Revolution will continue to exist and operates a client portal within Xplan. elemnta now employs 40 people and has reached profitability leading up to its new brand launch, Patty said. Patty ... |
| | | The platform provider has agreed to take over 100% of myprosperity for $40 million, aiming to do so by the end of June. Melbourne-based myprosperity specialises in client portals for financial advisers and accountants and will be operated as a separate ... |
| | | ... Further, clients are accepting instructions, such as changes in fees or annual fee consents, more and more via their client portal." The newly developed activities will support over 40 common tasks and alerts. |
| | | ... Further, clients are accepting instructions, such as changes in fees or annual fee consents, more and more via their client portal." Netwealth said the newly developed activities will support over 40 common tasks and alerts, which will grow over time. ... |
| | | ... founding team capability or strategic partnerships, these firms may struggle to survive," it said. Finura also expects client portal use will go mainstream due to 2022's cybersecurity events. "According to Investment Trends, only 40-45% of advised clients ... |
| | | ... Heine said explained the technologies listed as "ones to watch out for." The report said 30.4% of firms have adopted client portal technology. Survey and client feedback tool usage has grown sharply with an increase of 57.8% from 46.7%, and a further ... |
| | | ... support growth. "We are also excited about implementing TrustQuay's front-to-back-office platform including their client Portal which will significantly improve the ability of clients to engage with us where and when they choose with complete access ... |
| | | Australian Ethical has awarded a technology mandate that will deliver customised projections to all its superannuation members. DASH has been appointed by Australian Ethical to power direct to consumer projections that will appear in super fund members' ... |
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