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

Search Results

Showing 111 - 120 of 193 results for "Xplan"

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. ...

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.