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Showing 1 - 10 of 37 results for "Client Portal"

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 ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... 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 ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... 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 ...

HUB24 to buy myprosperity

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
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 ...

Netwealth reports significant growth

ANDREW MCKEAN  |  WEDNESDAY, 15 FEB 2023
... 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.
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