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Showing 1 - 10 of 387 results for "Portal"

ASIC simplifies compliance with beneficial ownership reforms

RIDDHIMA TALWANI  |  THURSDAY, 30 JUL 2026
... listed securities, and implemented an index-based format for registers of relevant interests. ASIC is exploring a web-based portal with market operators for users to submit substantial holding information. The changes are part of ASIC's efforts to minimise ...

Padua expands advice portal with AUSIEX partnership

VINNY VUCAGO  |  TUESDAY, 28 JUL 2026
Padua Solutions has expanded its Padua Advice Portal, naming AUSIEX as its exclusive broking partner as the advice technology provider looks to streamline advice generation, implementation and compliance for financial advisers. The partnership integrates ...

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 ...

AUSIEX launches cash account for advisers

RIDDHIMA TALWANI  |  TUESDAY, 7 JUL 2026
... multiple cash accounts and transfers. The account will be fully integrated and accessible within the AUSIEX adviser trading portal, providing real time funding for trading accounts, online visibility of balances and transactions, automatic settlements ...

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 ...

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
... as liquidity and currency allocations. Clients seeking broader wealth visibility will also be able to access HeirWealth Portal directly, extending reporting beyond advised portfolios to include personal bank accounts, property, insurance holdings and ...

UniSuper pilots' digital estate planning partnership with Safewill

VINNY VUCAGO  |  THURSDAY, 21 MAY 2026
... Will has been created and where it is stored. UniSuper members can access the services through a dedicated partnership portal, with the process typically taking between 15 and 20 minutes to complete.

Bell Financial launches Tandem Capital

VINNY VUCAGO  |  WEDNESDAY, 20 MAY 2026
... or preferred stockbrokers. Advisers and investors will also be able to monitor lending arrangements through a dedicated portal. The launch comes as demand for margin lending rebounds. According to Reserve Bank of Australia data cited by the firm, the ...

Bell Financial looks to diversify revenue, targets 'holistic' strategy

RIDDHIMA TALWANI  |  FRIDAY, 8 MAY 2026
Bell Financial Group (BFG) said it will continue to diversify its revenue streams to transform into a broader and more holistic wealth manager to respond to the changing structural landscape of the Australian wealth industry. It reported unaudited net ...

Platinum Asset Management awards back-office mandate to Apex Group

MATTHEW WAI  |  FRIDAY, 8 MAY 2026
... administrative, and custody services, effective May 11, alongside some investment changes. Under the new mandate, a new online web portal will be available, pending further details from Apex on instructions for registration, and functionality including ...
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