Search Results | Showing 1 - 10 of 192 results for %22Client Portal%22 |
| | | ... platform, the total growing 17% year on year. In February, HUB24 launched a prototype of the new Class and NowInfinity client portal. The platform also signed 42 new distribution agreements in the quarter. Last April, HUB24 partnered with Equity Trustees ... |
| | | | ... key decision-making points for financial advisers; and the business is owned and managed by the local staff. Its research portal is user-friendly, and the firm is focused on quality of research rather than quantity, it added. The research ratings service ... |
| | | | Challenger has awarded a mandate to a major professional services firm to overhaul its technological infrastructure. Accenture has been mandated for seven years to upgrade Challenger's technology that will ultimately affect customers, financial ... |
| | | | ... advisers can now access premium content and portfolio analytics via J.P. Morgan Asset Management's upgraded adviser portal. JPMAM said it's focused on "providing access to new tools and functionality in a more customised way for advisers." It ... |
| | | | ... Advisers also use the paraplanning service to manage more complex plans or when backlogs hinder the delivery of timely client advice. "Clique has been an approved provider of our licensee services division for some time, following an assessment by our ... |
| | | | ... side, to provide clients with an incredible natural language processing driven tool," McCappin said. "ALiX covers existing client interaction in a number of asset classes, but has transformed the execution experience, which is pretty cool." In August ... |
| | | | ... includes a first-class user experience, goals-based advice, and an affordable fee model. "Clients will have their own client portal via myprosperity with live investment and bank data feeds," he said. "The portal provides visibility for clients so that ... |
| | | | ... noted tax reporting, simplicity around access, and record keeping as the top digital features HNWs appreciate. "The end-client has shared with us that having their tax reporting taken care of is really important, as well as online and on-demand access ... |
| | | | ... Super will now transition to Apex Group. At the same time, it is dumping Citigroup as custodian. Future Super became a Citi client when it acquired RBC Investor Services Australia in 2020. Three years on, it has instead opted to award the mandate to ... |
| | | | ... After the bill passes into law, ASIC said it will issue regulatory guidance, conduct webinars, and open the registration portal to commence accepting applications for registration. The bill also includes proposed changes to off-market share buy-backs ... |
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