The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 12 results for "Myprosperity"|
|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 ...|
|Managed accounts platform HUB24 and wealth management software myprosperity have partnered to allow financial advisers who use both platforms to access digital signature functionality. Advisers will now be able to use myprosperity's integrated digital ...|
|... saved somewhere between 12,000-15,000 hours a year alone, just on that part of the advice chain." Partnering with MyProsperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress, the new tech integrations focus on improving the data handling process ...|
|... Collaborations and Partnerships and Best Partnership of the Year. Meanwhile, Excellence in Wealth Management went to MyProsperity. FinTech Australia general manager Rebecca Schot-Guppy congratulated the winners. "This year we set out to acknowledge collaboration ...|
|... finalists in the Excellence in Wealth Management category. They join the likes of RateSetter, Pocketbook, Map My Plan, MyProsperity, Sharesight, Longevity App and Ignition Advice. Zuper chief executive and co-founder Jessica Ellerm; Joel Robbie, chief ...|
|Myprosperity is partnering with a specialist estate planning law firm to provide free, automated wills. Added estate planning functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will from ...|
|... personal wealth service established by a former Xero Australia managing director. As a result of the integration with myprosperity, users of the personal wealth platform will now have real-time access to Macquarie's investment and cash management accounts. ...|
|... Some wealth management companies are partnering with cloud-based platforms as well. In March, Netwealth joined the myprosperity portal that tracks around $30 billion in assets and more than $5 billion in liabilities for about 20,000 financial services ...|
|... with a cloud-based wealth platform to assist financial advisers in improving client engagement. Advisers using the myprosperity portal can now view Netwealth client account investment and portfolio data on the platform and receive updates as to how their ...|
|... delivery of new technologies, and in turn, allow advisers to deliver greater value. Already partnering with fintech myprosperity, Patty has seen a marked difference in the way clients' expenses are analysed and reconciled, leaving them more engaged with ...|
HSBC Asset Management is launching a single business unit dedicated to alternatives with $69 billion in assets, to be led by its current global chief investment officer.
Aware Super is targeting the independent financial adviser market, bringing in a former long-serving BT Financial Group staffer who will take charge of advice relationships.
Charter Hall Group has appointed a group head of ESG as it continues to build out its sustainability team and ESG offering.
Australian private equity and venture capital firms' assets reached a record high of $18.4 billion (US$14bn), according to new research.
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