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Showing 101 - 110 of 190 results for "Xplan"

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 ...

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 ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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