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Showing 1 - 10 of 21 results for "Reporting Tools"

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... seven hours per week, while another 28% have saved four to six hours on average. Additionally, 69% cited portfolio reporting tools as essential and 61% cited integrations with planning software as key. Further, the study found that 67% of users achieved ...

Apex awarded $2.3bn fund admin mandate

MATTHEW WAI  |  MONDAY, 14 APR 2025
... will benefit from Apex's streamlined portal for "greater visibility, faster transaction processing and improved reporting tools." The move also provides the credit manager access to "scalable" technology to support its continued growth and evolving product ...

Praemium partners to bring structured products to HNWIs

MATTHEW WAI  |  TUESDAY, 3 DEC 2024
... themselves and their clients, enhanced product solutioning, competitive structured product pricing, and advanced reporting tools to support better decision-making and investment outcomes." Spectrum was launched to accommodate about 700,000 HNWs in Au ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
Australia's most affluent investors are increasing their access to a growing range of reporting tools, providing an opportunity for advisers to improve their services, research suggests. According to Praemium and Investment Trends' latest High-Net-Worth ...

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
... enhanced their ability to identify sophisticated investors, strengthened their product offering and upgraded their reporting tools, it said. Investment Trends chief executive Sarah Brennan said that as a collective, platforms are raising their game. ...

CommSec and CFS combine tech strengths

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... extensive range of product and investment options, supported by a powerful suite of platform-like administration and reporting tools. "Client, adviser and dealer group level reporting, model portfolio management, online corporate actions and IPOs, tax ...

New social bond advocates gender equality

JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAR 2017
... to act on social issues. We see this bond as a critical step in that process, and in building the transparent reporting tools that investors need to measure the impact of these investments." Organisations included in the bond's initial portfolio include ...

Lonsec gives iRate an upgrade

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... improvements in features and functionality, allowing advisers to access enhanced portfolio construction and research and reporting tools to generate more in-depth analysis. Lonsec Research chief executive Matt Olsen said: "As the financial advice industry ...

New Spring FG SMSF platform opens

MARK SMITH  |  MONDAY, 27 JUN 2016
... investment options, trustees and members will be provided with Australia's most advanced suite of SMSF management and reporting tools through our integration to Class Super's powerful digital tool-set," he said. "Mysuper247 members will also benefit ...

Lonsec gains 2,800 users through iRate

LAURA MILLAN  |  WEDNESDAY, 10 DEC 2014
... research offering and we are excited to now couple this with market leading portfolio construction advice and client reporting tools," Lonsec Fiscal joint chief executive Amanda Gillespie said. In 2015 Lonsec plans to release of iRate version 5, a major ...
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Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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