WEEKLY WRAP: New direct-to-consumer super application suite

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GBST launches direct-to-consumer mobile super application suite

Building on its online direct-to-consumer superannuation expertise, Wealth management and Broking technology specialist GBST announced the launch of its first mobile superannuation application suite, GBST Composer Mobile.  GBST Composer Mobile allows investors and members to view holdings and transactions, interact with calculators and tools, view statements and instantly and securely message wealth managers.  The mobile application supports smartphones, iPads, tablets and other mobile platforms.

With the heightened focus on superannuation from a regulatory and savings awareness perspective, it is important for industry players, and investors and fund members to have greater access and engagement with each other, according to Damien Dipietro, head of mobility and market access, GBST.

He said: "GBST's Composer Mobile now brings superannuation account information directly to the investor or member, wherever and whenever they need it. From an industry perspective this means our CRM expertise can help extend the life of a campaign beyond the confines of when investors or members access a personal computer. Tailored messages now literally are delivered instantly into the hands of the account holder, giving them greater access and interactivity with their superannuation provider and building potentially better outcomes between both parties."

Perpetual Appoints general manager Distribution

Perpetual Limited (Perpetual) today announced the appointment of Dean Winterton as General Manager Distribution, Perpetual Investments. Dean will lead Perpetual Investments’ sales and marketing effort with the goal to improve net flows and grow the current $26.0 billion in funds under management through a targeted approach to growth and a program to reduce redemptions.

Michael Gordon, Perpetual Investments’ Group Executive said “Dean’s appointment is a significant step in the progression of our distribution strategy. Perpetual has an investment capability of exceptional ability and they have consistently delivered for clients. Dean will lead our sales and marketing efforts to capitalise on the vast opportunities this performance creates to grow our client base and funds under management.”

Winterton’s commercial experience spans some 15 years, most recently as head of institutional sales at Eastspring Investments in Asia. He started his wealth sector career at Bankers Trust before moving to AMP Capital in Sydney and then in Asia. Winterton holds a BA from Queensland University and a MBA from AGSM. Dean is expected to start by mid-September.

Reporting to Michael Gordon, Winterton will lead the existing institutional sales, intermediary sales, retail sales, research and marketing teams. “During this period of industry change, Dean has a clear agenda to build upon the great success of Perpetual Investments by capitalising on the growth opportunities open to us. I am delighted that he is joining the Perpetual Investments team,” Gordon said.

Revex attention continues to grow

Revex Solutions has announced that industry attention and focus on the web based software continues to grow and recent software enhancements will generate further business potential from dealer groups and advisers in the technology platform.

The company announced the appointment of Uda Warakaulle to the newly created role of Implementation Project Manager.

Revex established last year to address a rapidly growing need in the marketplace for an innovative and progressive technology providing financial service professionals and organisations with revenue and fee cycle management software solutions.

Graham Chee, director said, “The Revex software has been specifically designed to address the new business processes being constructed by dealer groups and advisers seeking to market highly competitive client value propositions.”

Aqua Wealth announced Securitor 2013 national practice of the year

We are pleased to announce that Securitor has awarded Aqua Wealth the 2013 National Practice of the Year Award.

According to Matt Englund, Managing Director of Securitor and Licensee Select, the national awards “recognise individuals and practices who demonstrate the highest level of professionalism, dynamic and strategic business planning and most importantly, continually strive to deliver the best advice and service to their clients.”

Aqua Wealth was established by Frank and Maree D’Alessandro in 2011. Having previously owned and operated a successful holistic financial services business, the pair has over 20 years of experience which they have now applied to creating a comprehensive range of advice services at Aqua Wealth.

“Aqua Wealth is a highly professional financial planning business who have achieved great success through developing outstanding relationships with their clients,” says Englund.

Built for Boomers: Bendigo Wealth’s Income Fund

People with a mortgage may be breathing a little easier as they see interest rates hit historic lows, but not everybody has a mortgage.  Those relying on income from investments such as term deposits and savings accounts are faced with increasing bills for energy and fuel and may be in less of a position to afford a holiday or to assist with a grandchild’s education.  Such a situation may see them casting around for a more acceptable return - and protection against inflation.

Bendigo Wealth was launched in April 2011 and brought several parts of the business together under the one umbrella - including Sandhurst Trustees which was founded 125 years ago this year. 

To celebrate our second birthday, Bendigo Wealth is launching the Sandhurst Strategic Income Fund (Income Fund) to add to the growing range of products and services - particularly managed funds and superannuation - that have been winning recognition and critical acclaim.  The Income Fund joins other product launches since Bendigo Wealth’s inauguration, namely, Bendigo SmartStart Super and the Bendigo managed wholesale fund product suite (comprising 10 managed funds).

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