Register  
 
 
 
 
 
XPLAN remains first choice
Thursday, 19 April 2012 11:40am

IRESS' XPLAN has maintained its place as the adviser's choice when it comes to overall planning functionality, according to a new report.

The Investment 2011 Trends Planning Software Report examined the eight most popular fully featured planning applications based on adviser usage based on a benchmarking methodology created in consultation with developers.

The report found XPLAN achieved an overall score of 89%, ahead of Coin Office with 85% and AdviserNETgain with 75%.

Ian Webster, from the Investment Trends Advisory Board, said it was the launch of XPLAN 2 that cemented IRESS in the top spot.

"With the release of XPLAN 2, IRESS has produced an impressive advice platform that should support their strategy to take Australian developed planning technology to international markets," said Webster.

This is the fifth year in a row that XPLAN has ranked first for overall planning functionality.

New features were a highlight of 2011 including XPLAN 2, COIN Office introducing a new best practice SOA template and Open Platform Accounts module and AdviserNETgain completing its integration with BT Wrap.

News Search   
VideoBrought to you by
Developing investment opportunities
Given the evolution of Australian Equities funds over the last 10 years, how has the Growth team's investment strategy remained relevant? Watch video
How to distribute 8% per year from global equities
Investor needs have not changed, what has changed is the level of income available from traditional yield sectors such as cash and bonds. This presentation will cover in detail how investors can diversify ... Watch video
MAX
We invite you to the 2014 Marketing, Advertising and Sales Excellence (MAX) Forum and Awards, the premiere event for financial services professionals who are raising the standards in marketing, sales and ... Watch video
Betashares high interest cash ETF
The Betashares high interest cash ETF is currently returning significantly above the default cash rates offered on the larger wrap platforms. Learn more about this product in this exclusive video featured ... Watch video
Get it
Daily
FREE to your inbox, get the Financial Standard Daily Email.
Get the Free
iPad app
Download the Financial Standard iPad app for FREE
Industry
Events
APR
17
MAY
28
Asset Allocation 2014 Forum in Sydney,
29
2014 Annual Stockbrokers Conference
JUN
18
MAX: the Marketing, Advertising and Sales Exellence Forum and Awards
APR
28
FPA TASA road shows
29
FPA TASA road shows
News
Bites

$245 (inc GST) for 1 year
 
 
About Us
Contact Us
Privacy Policy
Terms & Conditions
Comments Policy
Events Calendar

Register
Archive
CPD Login
Register

Managed Funds
- Australian
- Global
Superannuation Funds
- Specialist
- Diversified
"Guide To" Series
Product Launches
Showcases

Home
Shows
Learning
Events
Profiles
Showcase
Platform Report
Mandate Chaser
Roundup
Advantage
Benchmarking

FS Advice
FS Super
FS Private Wealth
Copyright © 1992-2014 Rainmaker Group
All material on this site is subject to copyright. All rights reserved. No part of this material may be reproduced, translated, transmitted, framed or stored in a retrieval system for public or private use without the written permission of the publisher.
Link to something gPDVRDEW