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Showing 1 - 10 of 38 results for %22Platform Benchmarking%22

Qantas Super taps fintech as an investment consultant

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... ultimately improving its ability to service its members. Qantas Super has also implemented Ortec's performance attribution platform, PEARL, to improve its performance and attribution capabilities. The initial phase of PEARL's implementation was completed ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
Investment Trends 2023 Platform Benchmarking Report has positioned HUB24 as the best full-function platform, narrowly outperforming Netwealth. In the report's analysis of platform developments aimed at supporting the provision of advice to clients ...

Former industry execs launch analytics firm

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2023
... Jefferson & Shea will offer the benchmarking tools to Australian institutions and feed local fee and costs data back into the platform. The firm intends to partner with selected super funds initially to demonstrate the ClearGlass solution's value. She ...

HUB24 tops platform rankings

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... Netwealth and reclaimed the top spot for overall platform functionality. Investment Trends released its 2022 Platform Benchmarking and Competitive Analysis Report and said HUB24's overall score of 91.5% just edged out Netwealth, which came in at ...

Principals' Community retains BT members

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
... experience and expertise covering everything from technology, research, business management, structures and M&A or product/platform related questions that can be shared with their peers," Costas said. "Secondly, opening the door for prospective self-licensed ...

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
Investment Trends has launched its 2021 Platform Benchmarking and Competitive Analysis Report, with Netwealth receiving a near perfect score - just inching out HUB24. Assessed across more than 500 different criteria, Netwealth took the top spot in overall ...

AFCA launches new platform to improve dispute resolution

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
The Australian Financial Complaints Authority (AFCA) today launched a new digital platform to help financial services firms better manage disputes that reach the ombudsman service. The new AFCA member benchmarking dashboard is an interactive platform ...

Spaceship hits $1bn in total assets

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
... co-founder and billionaire investor Mike-Cannon Brookes and AirTree Ventures. It has two main products: a micro-investing platform called Spaceship Voyager and its original superannuation product. It has used its investment product Spaceship Voyager ...

Institutional Shareholder Services to acquire Rainmaker Information

MICHELLE BALTAZAR  |  THURSDAY, 22 JUL 2021
... research, and sales and asset market share reporting, all fully integrated and accessible through the RainmakerLive software platform. Rainmaker also has a significant media, events and awards business operated under its key mastheads: Financial Standard ...

Preqin expands local team

KANIKA SOOD  |  WEDNESDAY, 14 JUL 2021
... office in February 2020 to expand its client base as well as research coverage. Preqin Pro is a software subscription platform that tracks data (such as fundraising, deals and exits) for six main alternative asset classes: private equity, real estate ...
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