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Showing 1 - 10 of 382 results for "Portal"

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 ...

Technical glitch hits Team Super investment switches

KARREN VERGARA  |  FRIDAY, 24 APR 2026
... of our technology partners, Team Super members have recently been unable to make investment switches through our member portal." "While this specific functionality is being restored, Team Super members are still able to make investment switches through ...

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... through the imposition of further levy increases or other limitations on the provision of financial advice." Access to ATO Portal Meanwhile, a submission as part of the Joint Associations Working Group (JAWG) reiterated the substantial client and business ...

Advisers need more support: FAAA submission

ANGELIQUE MINAS  |  THURSDAY, 5 FEB 2026
... transitions, parental leave etc)." Among these measures, the FAAA proposed providing professional advisers with access to the ATO portal and simplifying and enhancing the tax deductibility of advice. As the ASIC levy and Compensation Scheme of Last Resort ...

AMP upgrades North

ANGELIQUE MINAS  |  WEDNESDAY, 17 DEC 2025
... platform North is launching a digital capability to enhance efficiency and client engagement. The North Interactive Wealth portal has been designed to assist advisers to increase capacity and deliver greater efficiency when engaging with clients. AMP ...

AustralianSuper names chief platforms officer

MATTHEW WAI  |  MONDAY, 15 DEC 2025
... simplicity and delivering value for members. Better technology and the careful use of AI will help make our popular app and web portal easier to use. This will give members more control over their super and save them time." He added that the fund has ...
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