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Showing 121 - 130 of 194 results for "Xplan"

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 ...

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 ...