Search Results | Showing 121 - 130 of 176 results for "Xplan" |
| | ... financial advice in the UK. IRESS and Sesame Bankhall Group (SBG) have entered a long-term strategic supply agreement where XPLAN will be deployed as SBG's next generation advice platform. Following a review of global solutions, incorporating a formal ... |
| | | ... Daly. AFS will also review its approved product lists with the assistance of Lonsec and continue with its integration of Xplan software. |
| | | ... three gained more advisers users, one was unchanged and one declined since last year's results. IRESS lead the market with XPLAN with 34% of advisers using the software platform, up from 33% last year. COIN has also increased its market share from 20% ... |
| | | AXA's aligned dealer groups are switching to the IRESS wealth management platform, XPLAN, with over 25% of practices already migrated as a result of a successful pilot program. AXA's decision to move to the web-based XPLAN wealth solution was driven ... |
| | | ... Commonwealth Private, which caters to high-net-worth clients, on integrating a solution for the bank using its advice platform XPLAN. The IRESS Portfolio System and the IRESS Order Management System are also part of the package which will arm advisers ... |
| | | Responding to planner concerns over FOFA and opt-in, IRESS has incorporated opt-in capabilities in to its next XPLAN update. The opt-in period is still to be finailsed with Independent MP, Rob Oakeshott, last week re-igniting the debate.Planners are ... |
| | | ... advice technology developer, Midwinter, is set to launch its own CRM for advisers to compete against industry giants Coin and Xplan. After releasing earlier this year, the off-the-shelf CRM will target advisers that want ease of use for the product ... |
| | | ... time processing duplicate forms after a technology improvement that sends information automatically from the widely-used XPLAN software to the dealership platform. The upgrade is a joint development between Colonial First State and software providers ... |
| | | ... portfolios,' said Phillip Thomas, group general manager at IAS. The IAS solution is used for datafeeds to Coin, Visiplan and XPlan and is in the final stages of being able to be rolled out for AdviserLogic while the group has focused on the self-managed ... |
| | | ... Dominant planning software provider IRESS Wealth Management Solutions has announced the long-anticipated new version of XPLAN is to be released next month. XPLAN, used by more than 12,000 advisers, has been given a makeover with the help of digital communications ... |
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