Search Results | Showing 1 - 10 of 114 results for %22Centric Wealth Management%22 |
| | ... "That means we need to continue to develop a platform and digital experiences that go beyond the traditional investment-centric and goals-based planning experiences and look for ways we can improve a client's overall wellbeing. Designing compelling ... |
| | | ... Morris will lead efforts to strengthen Centric's relationships with its clients and improve their overall experience. Centric is a Sydney-based wealth management platform and products designed to address Australia's "fractured fintech ecosystem". ... |
| | | ... Colonial First State's Avanteos Investments made the decision to close encircle Super and transfer all member accounts to Centric Super. The decision was driven by a need to reduce costs to members via increased scale and consolidation, a CFS spokesperson ... |
| | | Bravura Solutions has named Greg Johnson as its new head, amid intentions to shift towards a product-centric business structure. In the role, Johnson will lead Bravura's global product team and work on simplifying and unifying its suite of products ... |
| | | ... ensuring members would continue to be serviced by their existing adviser after the transfer," the spokesperson said. A Centric Wealth spokesperson said it has been closely collaborating with CFS and fund managers to ensure a smooth integration of encircle's ... |
| | | ... Edmunds said the decision to partner with Count was based on a strong cultural fit between the businesses. "Count's client-centric values and sense of community resonated with us," he said. "We are passionate about collaborating with our peers, enabling ... |
| | | ... embed it in our business." According to Lumiant founder and chief executive Santi Burridge, the platform's client-centric design helps advisers bring to life a client's financial position, goals, and values. "Our advice delivery modules support ... |
| | | ... options. As a trusted source for retirement solutions, super funds can create a competitive edge by focusing on member-centric strategies and services, the report said. Industry funds like AustralianSuper, Australian Retirement Trust, and Aware Super ... |
| | | ... significant investments to make Composer's underlying technology stack cloud-ready, easy to integrate, and customer-centric. "The world around us has changed, the market has changed, and GBST's technology has changed," Sanchez said. Meanwhile ... |
| | | ... a stronger and a more sustainable business that, through digitalisation, will deliver even more innovative and client centric solutions that will continue to greatly benefit the operations, productivity and efficiency of our clients." Just last year ... |
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