Search Results | Showing 101 - 110 of 176 results for %22Xplan%22 |
| | | ... in the last few months it has gone through the implementation of a number of IOOF-shared solutions in areas such as IT or XPLAN and other backoffice administration. Carter decided to leave Bridges right after the implementation process finished, IOOF ... |
| | | | ... application for 2013 in the latest A Investment Trends Planning and Advice Applications Report. According to the report, XPLAN has achieved the highest benchmark score for any financial planning application in the seven years of the Investment Trends ... |
| | | | ... managing director while current IRESS UK managing director Mark Thelwell will be responsible for the positioning of its XPLAN software in the UK market. |
| | | | ... the Agentia SMA platform for adviser and affiliated adviser use and continued support and development for the advanced WB Xplan site," Connelly said. WB Financial add to the 13 former Whittaker Macnaught adviser practices which joined the dealer group ... |
| | | | ... research by Investment Trends. In its May 2013 Planner Technology Report, Investment Trends found that IRESS's platform XPLAN has increased its market share to 51%, up from 39% in 2012. XPLAN's nearest competitor, COIN, has 25% of the market, remaining ... |
| | | | More than 8,000 advisers have opted for IRESS' XPLAN-CommPay solution to meet the Fee Disclosure Statement (FDS) requirements brought in by the Future of Financial Advice (FoFA) reforms, the software provider has said. According to IRESS, the 'vast ... |
| | | | Xplan service provider Enzumo has developed a tool that completely automates fee disclosure statements and allows advisers to pull the data from the system in a few minutes. The tool also replays the services that the client has received in the past ... |
| | | | ... eliminating the need to outsource services. SMSF iSystem uses cloud technology to take existing client information from IRESS' Xplan software and use that information to order SMSF trust deeds and populate additional applications including a Macquarie ... |
| | | | ... advisers, a tool that allows advisers to access client data and portfolios in real time. XPLANtouch is an extension of the XPLAN advice platform and is available on all tablets including iPad, Android and Microsoft. The tablet application is available ... |
| | | | ... Financial Services announced this week the launch of automated risk data feeds for advisers, which is available through the XPLAN financial planning program. Advisers can use this tool to access in-force policy and client information, which is updated ... |
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