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Showing 91 - 100 of 190 results for "XPLAN"

Ignition Wealth appoints head of advice

ALEX BURKE  |  MONDAY, 6 FEB 2017
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. ...

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
... 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 ...

Lonsec gives iRate an upgrade

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... 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.

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
... 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 ...

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 ...

Topdocs extends ABN and TFN automation

MARK SMITH  |  MONDAY, 20 JUN 2016
... ordering legal documents quick and easy for advisers, including links with BGL, Class Super, Macquarie, CommBank, NAB and XPLAN."

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... 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 ...

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
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 ...

Fortnum debuts integrated advice platform

KERRIE SYDEE  |  TUESDAY, 12 APR 2016
... 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 ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
... 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 ...