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Showing 1 - 10 of 21 results for "Client Portal"

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
The platform launched a client portal app for financial adviser clients in a bid to improve client engagement. The app allows clients to view overall portfolio performance and asset allocation across their entire portfolio. Aside from simple charts ...

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
... group. Looking to the future, Asendium will add on an audit report, enhanced questions, integrated data feed and a client portal.

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
Midwinter Financial Services has integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
International wealth management firm Connectus Wealth Advisers is set to roll out a new program aimed at increasing adviser efficiency, driving scale and enhancing the client experience and outcomes. Connectus, which is owned by NASDAQ-listed Focus ...

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... able to combat this affordability challenge. He used the example of having clients upload their information to a client portal ahead of a first meeting with a financial adviser, saying some businesses found this could save hundreds of hours of work. ...

Netwealth reports $43.8m in FY20 profits

KANIKA SOOD  |  TUESDAY, 18 AUG 2020
... flows at $9.1 billion, according to Strategic Insight, March 2020. In the year ahead, it is looking to add a mobile client portal app for advisers to use for their wealth management clients. It said it will strategically increase the spend on IT infrastructure ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... projects that AdviserLogic is looking at right now are: building adviser efficiency dashboards for licensees and a client portal for advisers to engage with their clients, according to Wickham. "Joining forces with Morningstar will accelerate the development ...

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... engagement tools of their planning software. "This desire is also reflected in their interest in widening their online client portal capabilities. Almost all planners (94%) believe their clients can benefit from access to an online portal, most often ...

Zurich launches new client portal

ELIZABETH MCARTHUR  |  FRIDAY, 24 MAY 2019
Zurich has launched a new on demand, self-serve portal for life insurance, superannuation and investment clients. The My Zurich portal will offer a new level of engagement for clients, which Zurich said will drive greater adviser efficiency and streamline ...

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... client engagement levels at the same time. Notable developments in 2018 ranged from improved cash management tools to client portal enhancements." Choi said the report also recognised the growing influence of managed accounts, noting 16 platforms now ...
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