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Showing 1 - 9 of 9 results for interface reports

Wealth firm gears up to change administrator

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... adviser-driven platform, he adds that it's crucial that the advantages for members extend to advisers, offering an interface with straight-through processing and the ability to run customised reports. He said these features embody what's expected ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... requests from advisers. "There is a growing range of instructions advisers can simply provide through the platform's online interface, and then track their status in real-time through platform work tracker," he said. The past 12 months saw platforms ...

Northern Trust takes report centre to the cloud

HARRISON WORLEY  |  WEDNESDAY, 6 MAY 2020
... Trust Passport service. The update sees the Online Report Centre redesigned as a cloud-based service with a redesigned interface, enhanced scheduling and interactive reporting, and event and time-based report generation triggers. The firm applied a "human-centred" ...

Saxo partners for new reporting service

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 SEP 2019
... investors. Saxo described the initiative as "open banking-like" in its approach. Through an open API (application program interface) Saxo clients in Australia will be able to create share trading summary reports with one click. The joint solution means ...

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
Centrepoint Alliance has developed a new online client interface as part of the group's ongoing evolution of its advice technology platform Compass. Compass Online was designed by Centrepoint's advice technology team and in consultation with advisers. ...

OPINION: The Achilles heel of unbundled services

DARREN SPEIRS  |  WEDNESDAY, 18 FEB 2015
... trustees greater choice and control, as well as lower costs than traditional bundled services. However as Darren Speirs reports, the way in which unbundled service providers currently interact stands to jeopardise the very qualities that make them so ...

Praemium reports strong rise in SMA funds

MARK SMITH  |  MONDAY, 21 JUL 2014
... simplified applications process to reduce the time required by our clients to create new investor portfolios, a new mobile interface and integration of the SMA platform with Praemium's WealthCraft financial planning and CRM system. The Company has also ...

AMP Capital continues restructure

BEN COLLINS  |  FRIDAY, 7 SEP 2012
... Under the new regime, AMP Capital has signaled plans for its asset managers and funds managers to have a greater direct interface with clients, and a deeper accounting for the knowledge of offerings. New roles will report to Anthony Fasso or his direct ...

Northern Trust upgrades consultant service

MICHAEL HOBBS  |  WEDNESDAY, 26 NOV 2008
... Passport's homepage has been designed to ensure all client information is at the fingertips of asset consultants. The interface is available at all times in an intuitive and customisable format. "The consultant's home page has been designed to reflect ...
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