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Showing 21 - 27 of 27 results for "Planner Technology"

AXA and Wealth.net split poses planner risk

RUTH LIEW  |  MONDAY, 7 JUN 2010
... platform, but planners using AXA North [write] 29 per cent," said Peker, quoting from the Investment Trends Planner Technology Report from September last year. "Two-thirds of planners cite capital guaranteed investments as the main reason for using it ...

Coin upgrades SoA services

COMPANY RELEASE  |  THURSDAY, 18 FEB 2010
... advisers are provided flexibility when constructing SoAs. The launch comes as figures from Investment Trends' Planner Technology Report: September 2009 revealed that 54 per cent of financial planners cited merging data from different sources to produce ...

XPLAN tops planners' list

RUTH LIEW  |  TUESDAY, 3 MAR 2009
... choice among financial planners for the fourth year running, according to the latest 2008 Investment Trends Planner Technology Report. XPLAN was ranked first among major planning applications including plan production for clients with complex requirements ...

IOOF quadruples platform reach after Skandia buy

MICHELLE BALTAZAR  |  MONDAY, 2 MAR 2009
... merger dwarfs the IOOF/Skandia merger, Johnston said it still impacts the platform industry after the firm's planner technology research in October found that adviser churn in platforms rose by a third last year. That is, around 31 per cent of planners ...

IRESS software gets thumbs up

RUTH LIEW  |  TUESDAY, 1 APR 2008
... planners for fully featured planning software, a new report shows. According to the latest Investment Trends Planner Technology report, XPLAN - a web-deployed platform for planners - also topped the list for ease of use, constructing portfolios and scenario ...

XPLAN ranked first by planners

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
... the number one planning software provider by financial planners and paraplanners. The 2006 Investment Trends Planner Technology Report found that XPLAN received 44 per cent more "good/very good" ratings than its competitors. PlanTech was the second-highest ...

Aviva removes CGT liability from platform migration

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
... move comes on the back of widespread planner concern around the issue revealed in the Investment Trends 2006 Planner Technology Report. "Advisers are clearly saying that a mini-wrap is great - provided clients can migrate to the full platform later if ...
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