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Showing 1 - 10 of 176 results for "XPLAN"

Colonial First State enhances FirstChoice with Elemnta

CHLOE WALKER  |  TUESDAY, 21 NOV 2023
... accounts by up to 80%. CFS has worked with Elemnta to allow advisers to use existing client data via an integration with Xplan, reducing the risk of implementation errors and the need for re-keying data. The new functionality selects and pre-populates ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... advisers that will be launched later this year. Advice Revolution will continue to exist and operates a client portal within Xplan. elemnta now employs 40 people and has reached profitability leading up to its new brand launch, Patty said. Patty and ...

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... and robust client discussions. It also speeds up the delivery of advice, facilitates more efficient meetings," he said. Xplan, Worksorted, and Fin365 are also part of iFactFind's stable of partners. Based in Austin, Texas, Voyant entered the Australian ...

CareSuper, Spirit Super mandate Iress ahead of merger

ANDREW MCKEAN  |  MONDAY, 28 AUG 2023
... shares, and consolidate and switch funds. Iress will also continue to provide enablement software for the merger entity via Xplan Prime, which enables funds to produce and document objective-based advice. Iress chief executive of superannuation Paul ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... editing to spend more time with clients - where it matters most. FinTalk can be accessed in two ways - it integrates with Xplan or advisers can log into the app's webpage. "FinTalk is more than just a technological advancement; it's a step forward ...

Iress unveils major restructure, new leadership

ANDREW MCKEAN  |  THURSDAY, 20 APR 2023
... exploring data and AI opportunities, and further expanding Iress' connectivity capabilities in wealth and trading, such as Xplan. As such, Iress is introducing four key business lines, each with end-to-end accountability for product, technology and ...

Fin365 undertakes strategic mergers

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
... support and technology consulting for a broad array of technologies including the full suite of Microsoft technologies, Xplan and several other financial planning systems. "In order to thrive, every services business needs to be optimising its use of ...

Iress unveils Connectivity Network

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... advice softwares. Core to the Connectivity Network is the delivery of a new cloud-based infrastructure capability known as Xplan Affinity. Xplan Affinity is designed to enable platform and insurance providers to integrate directly with Xplan, facilitating ...

Adviser exits fuel salary increases

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
... are still in short supply and high demand, especially those with significant experience or who are career paraplanners. Xplan experience continues to be the forefront of requirements for client services and paraplanner positions," Kaizen said. "Client ...

Umlaut acquires Specialist PMC

CHLOE WALKER  |  MONDAY, 4 JUL 2022
The two businesses are set to provide a new level of Xplan knowledge and support to the financial services sector. While each business will continue operating as normal, financial services firm Umlaut said the acquisition of the Xplan consultant will ...
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