Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 101 - 110 of 194 results for "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 ...

Rubik appoints head of wealth from IRESS

ALEX BURKE  |  TUESDAY, 16 FEB 2016
... product David Flynn, Emily Chen joins the financial services software provider from IRESS, where she was product manager for XPLAN. She has also held senior roles at Macquarie and MLC/NAB. "Being able to lure excellent talent like Emily to Rubik is a ...

IRESS creates new senior product role

MARK SMITH  |  MONDAY, 15 FEB 2016
... Her passion and deep understanding of the industry and her strategic approach has been instrumental in further evolving XPLAN," Knowles said. IRESS has also employed additional specialists as it continues to increase its focus on user experience. "Our ...

Planners continue insurer switches

DARREN SNYDER  |  TUESDAY, 25 AUG 2015
... relationships were OnePath, AIA Australia, BT Life and TAL. The top three risk software providers by planner satisfaction were XPLAN (IRESS), COIN and Midwinter. "Insurer relationships remain in a state of flux," Choi said. "While planners are stopping ...

TAL to invest $150 million in adviser support

ALEX BURKE  |  THURSDAY, 9 JUL 2015
... pre-assessment requests for review by TAL underwriters; client insurance data feeds which can be automatically uploaded to XPLAN and COIN; adviser-personalised insurance marketing collateral; and automatic client cover upgrades without additional underwriting. ...

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 ...