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Showing 1 - 10 of 41 results for "Client Portal"

Iress sharpens tech integration to reduce adviser admin burden

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... improvements coming that advisers will notice, particularly around the look and feel and the modernisation of the client portal. We're also making technical improvements to workflows and bringing AI into those processes to drive productivity gains ...

Super trustee business dents Equity Trustees' FY26 results

MATTHEW WAI  |  THURSDAY, 27 AUG 2026
... "Client satisfaction improved during the year, with further enhancements planned for FY27 including the launch of a client portal, a unified payments process and continued evolution of the estate management service offering." Meanwhile, CTS onboarded ...

Iress bets on AI as business transformation moves forward

KARREN VERGARA  |  MONDAY, 17 AUG 2026
... improvements coming that advisers will notice, particularly around the look and feel and the modernisation of the client portal. We're also making technical improvements to workflows and bringing AI into those processes to drive productivity gains ...

Bell Financial Group profit surges 133%

VINNY VUCAGO  |  FRIDAY, 14 AUG 2026
Bell Financial Group has reported a 133.3% increase in first half net profit after tax (NPAT) to $21.7 million, supported by stronger market conditions and increased trading activity. Revenue for the six months to 30 June 2026 rose 36.3% to $165.6 million ...

arcpoint OCIO adopts dual chief investment officer model

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
... legacy systems, so we can build capability through an AI native lens, from scratch and at speed. We launched our client portal six weeks ago; it gives our clients the specific services they need from us in real time as well as key portfolio construction ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... said the platform forms part of a major digital transformation for the business, which includes an uplift to its client portal and a mobile app launching at the end of the month. It also "positions Bell Potter for the intergenerational wealth transfer ...

Northern Trust launches new solution for insto investors

ELIZA BAVIN  |  THURSDAY, 21 NOV 2024
Northern Trust has launched an active collateral solution designed to help institutional investors manage collateral more efficiently while meeting the demands of continual market change. Delivered in collaboration with CloudMargin, a collateral management ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
While adoption of artificial intelligence (AI) is limited across financial advice firms, the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client ...

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
The Investment Trends Adviser Technology Needs Report found financial advisers are showing a strong demand for better technology integration as they look to consolidate their tech stacks. Interestingly, the survey found the adoption of artificial intelligence ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
... 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 ...
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