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Showing 1 - 10 of 15 results for %22SuiteBox%22

YTML launches advice app aggregator

JAMIE WILLIAMSON  |  MONDAY, 8 OCT 2018
... 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 ...

Elders appoints four advisers

KANIKA SOOD  |  THURSDAY, 26 APR 2018
... 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 ...

Adviser builds new practice under Elders banner

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... 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 ...

IRESS partners for client engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
... 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 ...

Industry stars recognised at 2017 MAX Awards

JAMIE WILLIAMSON  |  FRIDAY, 16 JUN 2017
... 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 to deliver efficiency via tech

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... 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 ...

New national manager for IOOF Alliances

JAMIE WILLIAMSON  |  TUESDAY, 23 MAY 2017
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 ...

Pathway offers virtual workspace for advisers

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... 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 ...

Midwinter adds fintech partner

KARREN VERGARA  |  FRIDAY, 17 MAR 2017
... 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 ...

Advice group driving fintech efficiencies

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
... 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. ...
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