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Showing 1 - 10 of 10 results for "IRESS XPLAN"

Practifi integrates with XPLAN

KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
The business management platform for advisers has integrated with IRESS XPLAN, leveraging its recently released open API. The integration builds on Practifi's compliance and efficiency by eliminating data duplication with a single, completely integrated ...

DomaCom secures first integration

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... sub-fund investments in client reports. DomaCom has entered into an agreement to integrate its property sub-funds into IRESS XPLAN via its EPI data feed. Properties are segregated into separate sub-funds on the DomaCom platform and issued with an APIR ...

ANZ Wealth enhances life insurance process

KARREN VERGARA  |  MONDAY, 17 JUL 2017
... advisers, having recently integrated software for its insurance, wealth, and advice solutions subsidiary OnePath with IRESS XPLAN, despite signalling in November last year it was selling the division.

New data feeds will save advisers time: ANZ

EMMA RAPAPORT  |  WEDNESDAY, 10 MAY 2017
... 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 ...

Industry leaders in sales and marketing recognised at MAX Awards

MARK SMITH  |  FRIDAY, 24 JUN 2016
... 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 ...

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
... released its enhanced Model Office financial planning software which is designed to simplify the ease of use of the Iress Xplan software and improve the client experience. Improvements to the software's look and ease of navigation to the various scaled ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... engaging way to offer quality advice at a lower cost." Technology solutions that CBA advisers will be using include the IRESS XPLAN platform and IRESS' new XPLAN Prime solution. The transition to IRESS technology will take approximately two years to ...

Netwealth overhauls adviser technology

ALICE URIBE  |  TUESDAY, 26 AUG 2014
... of information to ensure it is efficient as possible," Micallef said. The Model Office program is supported by the Iress Xplan technology.

More than 8,000 advisers using IRESS XPLAN

MARK SMITH  |  WEDNESDAY, 3 JUL 2013
More than 8,000 advisers have opted for IRESS' XPLAN-CommPay solution to meet the Fee Disclosure Statement (FDS) requirements brought in by the Future of Financial Advice (FoFA) reforms, the software provider has said. According to IRESS, the 'vast ...

Tower and IRESS launch Accelerate Connect

COMPANY RELEASE  |  MONDAY, 19 JUL 2010
... the life insurance application. "Advisers simply maintain their TOWER Australia logon and password details in the IRESS Xplan system, and security is managed automatically behind the scenes - saving the adviser time by minimising the need to logon twice ...
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