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|Showing 1 - 10 of 15 results for "SuiteBox"|
|... journey to work together to efficiently create compliant advice documents. Some of the providers already involved include SuiteBox, AstuteWheel, Omnium and ChantWest. YTML chief executive Kevin Liao said the Seido App Store goes beyond the traditional ...|
|... out her own business at Diamond Creek, Melbourne. At the time, Beaven pointed to the dealer group's partnerships with suitebox and Feedsy, introductions to the wider Elders group and referral networks and support programs such as education scholarships ...|
|... dealer group of choice for large and small practices across Australia. He pointed to the dealer group's partnerships with suitebox and Feedsy, introductions to the wider Elders group, and referral networks and support programs such as education scholarships ...|
|... video meetings with clients thanks to a new integration. The financial services technology provider has partnered with Suitebox to deliver a digital workspace for advisers that will also allow them to screen share documents and applications, record advice ...|
|... Financial Group - BT Panorama App J.P. Morgan Asset Management - Market Insights App Russell Investments - Super App Suitebox Social Media Campaign of the Year State Street Global Advisors Finalists Australian Ethical Investments CFA Institute Equity ...|
|... Centrepoint Alliance network will benefit from a new partnership delivering virtual workspaces. Through integration with Suitebox, advisers will enjoy video conferencing and digital document signing as well as highly secure cloud storage. According to ...|
|A former senior manager at Zurich and SuiteBox Solutions is now the national manager of IOOF's Alliances business. Most recently the regional sales manager Asia Pacific for SuiteBox, Andy Marshall is now tasked with leading and growing the IOOF Alliances ...|
|... partnered to provide advisers with access to a digital workspace where they can interact with clients. Teaming up with Suitebox, an enhancement to Pathway's XPLAN Model Office service will enable advisers to hold online video meetings, edit online forms ...|
|... multiple systems and allowing freedom of choice. The integration adds to Midwinter's growing list of partnerships namely, SuiteBox, Rice Warner, Xero, Revex, Class, InvestmentLink, and CashDeck. Midwinter managing director Julian Plummer said he is excited ...|
|... with a well-known fintech to further develop digital solutions for its adviser network. Elders is collaborating with SuiteBox to create a unique dealer group offering, delivering the latest digital developments and efficiencies to support their businesses. ...|
The industry fund will close its basic cash option on August 13, as it sees returns dry up.
The head of Asia Pacific for the Canada Pension Plan Investment Board has been promoted, with a replacement yet to be confirmed.
A former BT Financial Group executive will take the reins of Centrepoint Alliance from today.
Robo adviser Six Park has lowered its minimum investment to just $2000, down from the $10,000 minimum it had at the start of 2020.
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