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Showing 91 - 100 of 193 results for "Xplan"

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... marketing using social media advertising services and eBooks. For the 10th year running, Investment Trends reported IRESS's XPLAN is the leading financial planning application in terms of functionality. XPLAN was the first application to support native ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... efficiency by making it customisable to user needs, while netwealth has begun pre-populating application forms with data from XPLAN. HUB24 also enabled pre-population and integrated with a licensee's internal software, andplans to do the same with other ...

YTML goes for growth

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
... Enzumo head of business solutions, Francis Cheung, will head up YTML's advice innovation and solutions; and former Enzumo XPLAN systems technician, Carmen Lee, joins as business solutions consultant. YTML chief executive Kevin Liao said the appointments ...

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 ...