|Search Results||Showing 1 - 10 of 100+ results for "XPLAN"|
|XPLAN continues to be the top application of choice for financial advisers for the 12th consecutive year. This is according to the latest Investment Trends Planning Software Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other ...|
|... have tertiary qualifications in financial planning or a related degree. Paraplanners and client service officers with Xplan experience will be highly regarded. Meanwhile, financial advisers with strong rapport building and effective communication ...|
|... knowledge will be an invaluable addition to our experience base," Mancell said. "Andrew spent more than a decade with Xplan, working closely with firms like ours. Harnessing Andrew's experience in this area underlines our commitment to ...|
|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 ...|
|... only instructions had been given, not personal advice. They then arranged for the same false emails to be saved into Xplan and created false order management system transaction records to reflect the false emails. Landau engaged in the ...|
|... rates across a wide range of Australian banks and other authorised deposit-taking institutions. Elders advisers using Xplan can also benefit from a wide range of data feeds offered by Cashwerkz, enabling them to comprehensively measure asset ...|
|The latest integration between Class and XPLAN will enable financial advisers to have a single shared view of data and assets. Users will be able to vie all investments held within Class and XPLAN, including unlisted assets such as direct property. ...|
|... director, superannuation Jeff Hall said the solution can also be coupled with WA Super's use of scaled advice solution XPLAN Prime. Using one technology provider for the digital advice solution reduces risks associated with re-keying data between ...|
|... Consultum Financial Advisers. IOOF anticipates it will offer MPS to the broader market. MPS is fully integrated with XPLAN, including advice document generation and client account management with built-in client review reminders, Oliver said. ...|
|... instructions had been given by them, and not personal advice. He also arranged for the false emails to be saved into XPLAN and created false order management (IOS) system transaction records related to the emails. Campbell was found to have ...|
The Financial Services Council has welcomed a new board director. BT Financial Group general manager of platforms, investments and operations Kathy Vincent has joined the industry body's board.
The $50 billion industry super fund will take full ownership of the largest wind farm in Western Australia as it moves to boost its infrastructure portfolio.
A global manager has appointed a new head for Australian equities as the incumbent moves to a different role.
An $11 billion superannuation fund amended its constitution to increase the influence of independent voices on its board following an APRA probe.
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