Search Results | Showing 81 - 90 of 176 results for "Xplan" |
| | ... TrackMyGOALS (ASIC's MONEY SMART) BT Financial Group - BT Panorama mobile app HOSTPLUS Super - MORE from HOSTPLUS IRESS - IRESS XPLAN Rubik Financial - COIN Rapid Investment Product of the Year Standard Life Investments Absolute Return Global Bond Strategies ... |
| | | ... ordering legal documents quick and easy for advisers, including links with BGL, Class Super, Macquarie, CommBank, NAB and XPLAN." |
| | | ... Advice Group general manager - governance and advice, said that over the past year, there's been a 25% growth in Pathway's XPLAN users to around 700. Meanwhile, Bridgeport now boasts around $580 million in funds spread across 4,900 clients. In short ... |
| | | The Investment Trends 2015 Planning Software Report has named XPLAN as the top rated financial planning application, achieving the highest score ever recorded in the report's 11 year history. Rubik COIN and AdviserNetgain were ranked second and third ... |
| | | ... meet their legal responsibilities and grow their businesses. As part of the project, Fortnum has also built a customised Xplan site in conjunction with Opex Consulting to integrate front office client-facing activities and the back office. Fortnum Professional ... |
| | | ... to re-key information and boosting back office efficiency. Starting this month, advisers using netwealth, and the latest XPLAN release, will be able to seamlessly submit client information and product recommendations from XPLAN directly into the netwealth ... |
| | | ... product David Flynn, Emily Chen joins the financial services software provider from IRESS, where she was product manager for XPLAN. She has also held senior roles at Macquarie and MLC/NAB. "Being able to lure excellent talent like Emily to Rubik is a ... |
| | | ... Her passion and deep understanding of the industry and her strategic approach has been instrumental in further evolving XPLAN," Knowles said. IRESS has also employed additional specialists as it continues to increase its focus on user experience. "Our ... |
| | | ... relationships were OnePath, AIA Australia, BT Life and TAL. The top three risk software providers by planner satisfaction were XPLAN (IRESS), COIN and Midwinter. "Insurer relationships remain in a state of flux," Choi said. "While planners are stopping ... |
| | | ... pre-assessment requests for review by TAL underwriters; client insurance data feeds which can be automatically uploaded to XPLAN and COIN; adviser-personalised insurance marketing collateral; and automatic client cover upgrades without additional underwriting. ... |
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