SEARCH
IOOF boosts online trading platform
IOOF boosts online trading platform
IOOF has enhanced its online trading and transaction platform, Pursuit, in an effort to make it more efficient for advisers to use.
Changes to the platform include upgrades to Pursuit's online transaction, share trading and corporate actions capabilities, according to a statement by IOOF. These enhancements will allow advisers to place all buy and sell transactions in one place via the Order Pad.
Advisers will also be able to place a buy order with the proceeds of a sell order immediately, without waiting for the proceeds to clear, saving time and minimising the amount of time clients are out of the market. Further, advisers will be able to reach the market in real time, eliminate errors by using the built in validation function, and track all submitted and saved trades, the statement said.
IOOF head of platform products Chris Weldon said the upgrades to IOOF Pursuit make it "easier than ever" for advisers to administer their clients' investment portfolios.
"Many industry platforms have become quite complex to operate and as a result most advisers don't use all the bells and whistles that are available," he said.
"IOOF embraced the challenge of providing our advisers with a sophisticated online trading and transaction solution that was simple to operate. We wanted to empower advisers and ensure their clients received the full benefits."
Mr Weldon added: "This is exactly what I think we have achieved. IOOF Pursuit is a very smart, intuitive and powerful system that is also very easy to use."
"Interested advisers and their support staff can contact IOOF to book a demonstration of the new online trading capabilities or can take part in a 45 minute training webinar," he said.
Subscribe to our Newsletter
We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians
Your email address will be shared with nestegg and subject to our Privacy Policy
latest articles
OUR PLATFORMS AND BRANDS
- Accountants Daily
- Accounting Times
- Adviser Innovation
- Australian Aviation
- Cyber Daily
- Defence Connect
- Fintech Business
- HR Leader
- Independent Financial Adviser
- Investment Center
- Investor Daily
- Lawyers Weekly
- Money Management
- Mortgage Business
- Nestegg
- Property Buzz
- Real Estate Business
- Smart Property Investment
- SMSF Adviser
- Space Connect
- Super Review
- The Adviser
- Wellness Daily
- Which Investment Property
- World of Aviation
EVENTS AND SUMMITS
- Accountants Daily 30 Under 30 Awards
- Adviser Innovation Summit
- Australian Accounting Awards
- Australian Aviation Awards
- Australian Broking Awards
- Australian Defence Industry Awards
- Australian Law Awards
- Australian Space Awards
- Australian Space Summit
- Better Business Summit & Awards
- Corporate Counsel Summit & Awards
- Cyber Security Summit & Awards
- Defence Connect Budget Lunch
- Defence Connect DSR Summit
- Fund Manager of the Year Awards
- ifa Excellence Awards
- ifa Future Forum
- Investor Daily ESG Summit
- Lawyers Weekly 30 Under 30 Awards
- Lawyers Weekly Women in Law Forum
- Mortgage Business Awards
- New Broker Academy
- Partner of the Year Awards
- REB Awards
- Reinnovate
- SME Broker Bootcamp
- SMSF Adviser Technical Day
- Super Fund of the Year Awards
- Women in Finance Awards
- Women in Law Awards
- Accountants Daily Podcast Network
- The Adviser Podcast Network
- Australian Aviation Podcast Network
- Defence Connect Podcast Network
- HR Leader Podcast Network
- The ifa Show
- The Lawyers Weekly Show
- Mortgage Business Podcast Network
- REB Podcast Network
- Relative Return
- The Smart Property Investment Show
- Space Connect Podcast
PODCASTS
LEARNING AND EDUCATION
MOMENTUM MARKETS NETWORK
LINKS
STAY CONNECTED
Subscribe to the Adviser Innovation eNewsletter.
