The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 21 results for "Client Portal"|
|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 ...|
|... group. Looking to the future, Asendium will add on an audit report, enhanced questions, integrated data feed and a client portal.|
|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 ...|
|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 ...|
|... 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. ...|
|... 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 ...|
|... 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 ...|
|... 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 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 ...|
|... 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 ...|
| | |
AustralianSuper wants to triple its investment in private credit to $15 billion in next three years, as it announces a new head for the asset class.
| | |
The Association of Financial Advisers fears that ASIC's FY21 industry levy will blow out even more than its estimates.
| | |
Willis Towers Watson appointed a new lead for its investments team in Australia as the incumbent moves to client consulting.
| | |
Property developer ID_Land announced it is getting into private funds management, targeting Australia's high-net-worths.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|