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Showing 121 - 130 of 190 results for "XPLAN"

Tool automates FDS creation

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
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 ...

Superfund Wholesale's new tool cuts SMSF set-up to 20 mins

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
... 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 ...

IRESS launches XPLANtouch app

LAURA MILLAN  |  TUESDAY, 26 MAR 2013
... 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 ...

Zurich launches automated risk data feed

LAURA MILLAN  |  THURSDAY, 14 MAR 2013
... 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 ...

Second UK client for IRESS

BEN COLLINS  |  THURSDAY, 21 FEB 2013
... secured its second major client in the United Kingdom. Wealth management company Towry has confirmed it will use IRESS's XPLAN software in its 18 offices across the United Kingdom. Towry's implementation of XPLAN is already underway, and the solution ...

XPLAN best planning software in 2012

BEN COLLINS  |  MONDAY, 4 FEB 2013
IRESS' financial planning software system XPLAN is the top-rated planning application for 2012 according to an Investment Trends report. The 2012 Financial Planning Software Report by Investment Trends is an in-depth analysis of the eight fully featured ...

IRESS renews NAB wealth tech agreement

MELANIE TIMBRELL  |  MONDAY, 3 SEP 2012
... renewed multi-year agreement for the supply of wealth technology to the bank's advice channels. Under the new agreement, XPLAN will be rolled out to the entire NAB and MLC network of more than 4000 users both in bank branches and self-employed networks. ...

XPLAN upgrades for goals based advice

LINDA HAUSKEN  |  FRIDAY, 25 MAY 2012
IRESS has made enhancements to its software solution XPLAN, with the aim of assisting advisers in delivering goals based advice to their clients. The recently upgraded XPLAN tool helps advisers to discuss and frame up one specific goal at a time with ...

New advice agreements ensure advisers are FOFA ready

BEN COLLINS  |  MONDAY, 7 MAY 2012
... of the new agreements are full bundling of all RI Advice costs into the pricing, meaning that advisers will not have any Xplan costs beyond those specified in their agreements, removal of all conflicted payments, simplified disclosures and a reduction ...

XPLAN remains first choice

ELISE BURGESS  |  THURSDAY, 19 APR 2012
IRESS' XPLAN has maintained its place as the adviser's choice when it comes to overall planning functionality, according to a new report. The Investment 2011 Trends Planning Software Report examined the eight most popular fully featured planning applications ...