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|Search Results||Showing 1 - 4 of 4 results for "Microsoft Outlook"|
|... tool Yammer, which enables users to communicate with coworkers and partners. WealthCraft also integrates with Microsoft Outlook, so advisers can manage the process from generation all the way through onboarding new clients and managing client investments ...|
|... customer relationship management (CRM) solution for financial advisers. WealthCraft, integrates fully with Microsoft Outlook, enabling advisers and wealth managers to track and manage interactions with clients and helping them to meet their new Opt-in ...|
|... offers an interactive calendar with key cut-off dates for transactions that can be simply loaded in to either Microsoft Outlook or Lotus Notes. The site also offers processing and reporting of current information regarding key client reports and mailings ...|
|... integrated easily with Microsoft Exchange without the need for extra patches or plug-ins. This means those who use Microsoft Outlook can schedule a video call the same way they book a meeting. While many fund managers argue that phone meetings or old-technology ...|
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There is a good chance the planned superannuation guarantee increase to 12% will be deferred again as the nation continues to struggle with the effects of COVID-19, according to Mercer senior partner David Knox.
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BetaShares' ETF that tracks crude oil futures is once again changing the length of contracts it tracks and is taking extra measures to automatically convert the ETF to all cash if oil futures drop significantly again.
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The global fund manager saw its profits tumble 196% following net outflows of close to $19 billion in the first half of this year, resulting in heavy hits to fee and commission income.
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Chi-X TraCRs and funds will now be offered on a $1.9 billion privately owned wealth management platform, granting financial advisers and their clients access to some of the world's biggest listed companies.
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