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Convergint Technologies - A Global Service-Based Systems Integrator
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Post for Firstwrap Launches New Cash Management Solution
firstwrap launches new cash management solution : Colonial First State will launch a powerful new cash management solution on FirstWrap Plus Investment accounts on 1 July to make cashflow management a lot easier for investors, SMSF trustees and their advisers. The cash management solution is powered by Commonwealth Bank’s Accelerator Cash Account ...Colonial First State is set to launch a new cash management solution on FirstWrap Plus Investment accounts on July 1, in a bid to make cashflow management easier for investors, SMSF trustees and advisers. Powered by CBA's Accelerator Cash Account, the cash management solution is intended to work ...FirstWrap launches a new cash management solution. 8 June 2016. CFS launches investment option designed for Millennials. 18 May 2016. Chant West awards CFS Pension Fund of the Year. 6 May 2016. Retiree lifestyles can include less financial stress. 7 April 2016. CFS enhancements provide adviser ease and convenience. 16 March 2016FirstWrap’s cash management solution added a new dimension to its offering for SMSF advisers, complementing FirstWrap’s comprehensive investment menu, investor and third-party platform access, and wide range of tax management tools. It has no account keeping fees and a competitive interest rate.Colonial First State Global Asset Management has released three new separately managed accounts exclusively through the FirstWrap platform. The three portfolios target different areas of the market, and according to a statement from Colonial First State Global Asset Management (CFSGAM) head of ...Colonial First State’s FirstChoice and FirstWrap platforms have been ranked #1 for ‘Platform Service’ in the 2017 Wealth Insights survey. So, what does it take to be #1?Adviser use only. This document has been prepared by Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) based on its understanding of current regulatory requirements and laws as at 13 June 2019.CFS to launch new managed risk fund. CFS product and investments general manager Peter Chun. ... CFS general manager of custom solutions Chris Stevens added the group would be launching its first cash management account on the FirstWrap platform in the second quarter of 2016. ... Mercer launches Facebook advice service.Get the best interest rate for your cash management account. Compare cash management accounts in Australia using our free online service and tools.Three separately managed accounts from Colonial First State Global Asset Management are now available exclusively on the FirstWrap platform. Users of FirstWrap can now access the CFSGAM Top 20 Index Portfolio, designed to achieve performance similar to the S&P/ASX 20; the CFSGAM Concentrated Share Portfolio comprising high conviction growth stocks; and the CFSGAM Ex-20 Australian Share ...

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A new cash management solution on FirstWrap Plus Investment accounts will be launched by 1 July. The solution was developed in response to adviser feedback, Mr Chun said. “FirstWrap’s new cash solution allows advisers to manage clients’ SMSF and cash flow in one place.PRESS RELEASE | Copia Investment Partners is pleased to announce the appointment of Michael Voskresensky to the newly created role of chief financial officer, effective February 2018. Voskresensky joins from Mutual Trust where he was general manager, finance. Commenting on his appointment at Copia, chief executive officer, Sam Baillieu, said: “Following a strong 2017, Copia.Colonial First State Global Asset Management has announced the the launch of three new separately managed account options provided exclusively through the FirstWrap platform. FirstWrap releases exclusive SMA portfolios - ifaCommSec Adviser Services and wealth management group Colonial First State have teamed up, launching a new portfolio service for advisers. CommSec Adviser Services and wealth management group Colonial First State have teamed up, launching a new portfolio service for advisers. ... CommSec and CFS launch adviser portfolio service.AMP Banking has launched a new direct banking Cash Management Account with a unique approach to bank fees where customers can choose a monthly plan to suit the way they do their banking. According...2. 2. FirstWrap launches new SMA portfolios Colonial First State Global Asset Management has released three new separately managed accounts exclusively through the FirstWrap platform. The three portfolios target different areas of the market, ... 09 April 2018 in MarketsNew cash account required If you don’t have an account with one of our above providers, we can either: pass on the information you provide us in your application to initiate a new online Macquarie Cash Management Account application on your behalf (note: an activation link will be emailed to all applicants); establish an ANZ Cashactive Account (a closed trust account) on your behalfBut investment accounts, which Robinhood’s cash management accounts function as, are different. When you stash your cash in a brokerage account, your money generally is protected by the SIPC ...Provide scalable cash and liquidity tools for mid- to large- corporate customers; Future-proof your cash management system with the ability to innovate and extend corporate banking services via APIs and microservices Leverage flexible configuration to launch quickly, respond to regulatory changes and expand into new geographies

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