Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 23 results for "AdviserNETgain"

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... list included Netwealth, CFS FirstChoice, CFS FirstWrap and Macquarie Wrap out of a possible list of 17 providers. AdviserNETgain and Lonsec took out the tops spots for planning software and investment research categories respectively.

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... CFS FirstChoice, CFS FirstWrap and Macquarie Wrap rounded the top five out of a possible list of 17 providers. AdviserNETgain and Lonsec took out the tops spots for planning software and investment research categories respectively. The results show advisers' ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... application in terms of functionality. XPLAN was the first application to support native digital document signing. AdviserNETgain is the top ranked hybrid application, while Decimal is the leading intra-fund advice application. It also shows developers ...

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
... planning application, achieving the highest score ever recorded in the report's 11 year history. Rubik COIN and AdviserNetgain were ranked second and third respectively, while AdviserNETgain and Asgard took out the top spots for Hybrid planning/platform ...

XPLAN is top-rated financial planning software

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 4 MAR 2015
... Planning Software Benchmarking Report. After XPLAN, the next highest-rated planning applications were Rubik Coin and AdviserNETgain. The report also notes that an increased focus on FoFA compliance has resulted in licensees making better use of the compliance ...

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... any financial planning application in the seven years of the Investment Trends Planning Software Report. Coin and AdviserNETgain followed XPLAN. The top rated hybrid planning/platform integrated planning application was AdviserNETgain/Asgard. Provisio ...

New RI boss announced

BEN COLLINS  |  TUESDAY, 22 JAN 2013
... Licensee Select, BT Financial Group's dealer services business, and was responsible for business solutions program AdviserNETgain. "RI is a strong brand with a long history and is an attractive proposition for advisers and their clients. I look forward ...

XPLAN remains first choice

ELISE BURGESS  |  THURSDAY, 19 APR 2012
... 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 ...

Planning software's big five rated

ELISE BURGESS  |  TUESDAY, 13 SEP 2011
... highest average overall satisfaction rating with a focus on its simple financial plans and scenario modelling while AdviserNETgain also rated well. Of particular note was Investment Trends assessment of comprehensive statement of advice (SoA) production ...

Licensee Select new manager

ELISE BURGESS  |  THURSDAY, 7 JUL 2011
... project and stakeholder management, and business process improvement and was most recently a senior member of BT's AdviserNETgain business. "Simon will focus on working closely with our key stakeholders to support the continued growth of the Licensee ...
PAGE:
1
PREVIOUS
NEXT