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Showing 91 - 100 of 176 results for "Xplan"

IRESS acquires boutique firm

LAURA MILLAN  |  THURSDAY, 4 JUN 2015
... Skinner and the Innergi team will join IRESS starting 1 July and integrated Innergi content will be available in IRESS' XPLAN from August. "There has been a significant increase in demand from advisers for new ways to engage with their clients, particularly ...

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 ...

XPLAN is top-rated financial planning software

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 4 MAR 2015
IRESS' XPLAN has been rated Australia's best financial planning software in Investment Trends' 2014 Planning Software Benchmarking Report. After XPLAN, the next highest-rated planning applications were Rubik Coin and AdviserNETgain. The report also ...

IRESS and Class Super partner to target SMSF accountants

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
A partnership between IRESS and Class Super will allow XPLAN and Class users to access up-to-date member and investment information on both platforms. The information available includes fund details, member details and contribution limits. A range of ...

Advisers use more insurers, but main provider still key: research

LAURA MILLAN  |  MONDAY, 1 SEP 2014
... their advice on risk. The research also looked at adviser's use of risk software and found that 53% of planners have the XPLAN risk modules as their most-used risk software, followed by Rubik/COIN (18%) and Midwinter (8%). Among risk software providers ...

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.

Large strides made towards automated advice

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... balances and transactions of major fund managers to dealer groups and financial planning software providers such as COIN, XPLAN or Midwinter.

IOOF and SFGA union rattles top ranks

LAURA MILLAN  |  MONDAY, 2 JUN 2014
... business until recently, but has gone through the implementation of a number of IOOF-shared solutions in areas such as IT, XPLAN and other backoffice administration. "Can they be called independent? I'm not sure," Prendeville said, and added: "they don't ...

AIA Australia launches daily risk information for planners

STAFF WRITER  |  WEDNESDAY, 16 APR 2014
Life insurer AIA Australia has launched a new administrative tool that will provide daily risk 'Datafeeds' for XPLAN to assist in the management of life insurance policies. The risk 'Datafeeds' contain application and policy information from AIA Australia. ...