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Showing 111 - 120 of 190 results for "XPLAN"

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. ...

Bridges CEO leaves after implementing IOOF model

LAURA MILLAN  |  MONDAY, 31 MAR 2014
... 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 ...

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... 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 ...

IRESS acquires UK software firm Avelo

MARK SMITH  |  TUESDAY, 6 AUG 2013
... managing director while current IRESS UK managing director Mark Thelwell will be responsible for the positioning of its XPLAN software in the UK market.

WB advisers join CBA's Financial Wisdom

LAURA MILLAN  |  MONDAY, 15 JUL 2013
... 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 ...

Financial planners opt for software homogeneity

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... 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 using IRESS XPLAN

MARK SMITH  |  WEDNESDAY, 3 JUL 2013
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 ...