Search Results | Showing 71 - 80 of 176 results for "XPLAN" |
| | ... access to a digital workspace where they can interact with clients. Teaming up with Suitebox, an enhancement to Pathway's XPLAN Model Office service will enable advisers to hold online video meetings, edit online forms, use digital signatures to sign ... |
| | | ... hoping to increase adviser efficiency with the introduction of data feeds from integrated financial planning software IRESS XPLAN to ANZ's OneCare quoting software. The new data feeds will pre-populate OneCare's Illustrator software with quote information ... |
| | | ... laws with several updates. IRESS' superannuation administration platform, Acurity, and its financial advice technology, XPLAN, will now provide a range of updates to clients in response to the complex changes, with new versions being provided under existing ... |
| | | ... marketing using social media advertising services and eBooks. For the 10th year running, Investment Trends reported IRESS's XPLAN is the leading financial planning application in terms of functionality. XPLAN was the first application to support native ... |
| | | ... efficiency by making it customisable to user needs, while netwealth has begun pre-populating application forms with data from XPLAN. HUB24 also enabled pre-population and integrated with a licensee's internal software, andplans to do the same with other ... |
| | | ... Enzumo head of business solutions, Francis Cheung, will head up YTML's advice innovation and solutions; and former Enzumo XPLAN systems technician, Carmen Lee, joins as business solutions consultant. YTML chief executive Kevin Liao said the appointments ... |
| | | Ignition Wealth partnered with an XPLAN specialist to launch a new consultancy division, appointing a head of advice in the process. Rob Corben will take on the role as part of Ignition Wealth's partnership with PlanFocus, of which Corben is a director. ... |
| | | ... designed by Centrepoint's advice technology team and in consultation with advisers. It uses technology available through XPlan and has been designed to help advisers deliver a positive client experience in an efficient, compliant and engaging way. Head ... |
| | | ... equity research. Users will also be able to import and export portfolios using an Excel template that is compatible with Xplan, allowing users to easily load client portfolios between the two tools. |
| | | ... the largest increase in user satisfaction in 2015, taking first place for overall satisfaction among software providers. XPLAN remains the most used software by financial planners, with 54% of planners using it as their primary software, an increase ... |
|