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Showing 131 - 140 of 190 results for "XPLAN"

Major product changes ahead for planners

ELISE BURGESS  |  MONDAY, 26 MAR 2012
... platform, maybe one attached to a super platform or a new software platform to develop or the use of an existing COIN or XPLAN style of offering to help execute and implement opt-in." Barrett said first ANZ Wealth will need further detail about opt-in ...

Zurich updates Life Risk product

CLAIRE MCGREAL  |  TUESDAY, 28 FEB 2012
... information as well as new business work flow direct into an adviser's workspace, was also underway. The first rollout for XPlan is planned for June with others to follow, said Fabris.

Aviva DSMA stays strong after nabInvest acquisition

MELANIE TIMBRELL  |  MONDAY, 27 FEB 2012
... cost layer in the form of a third-party platform with direct feeds into commonly used financial planning software, such as XPLAN, VisiPlan and COIN Office.

New Count chief talks products

ELISE BURGESS  |  MONDAY, 12 DEC 2011
... platform, so there is a ton of interest in that so we will explore bringing that onto the approved product list (APL)." XPLAN will also continue being rolled out over next six months with Lane promising to maintain the open architecture platform, which ...

IRESS launches UK wealth management division

RACHEL DAVIS  |  TUESDAY, 15 NOV 2011
... 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 ...

AFS to focus on independent market

ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
... Daly. AFS will also review its approved product lists with the assistance of Lonsec and continue with its integration of Xplan software.

Planning software's big five rated

ELISE BURGESS  |  TUESDAY, 13 SEP 2011
... 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 adopts new wealth platform

RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
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 access IRESS

ALISON BEVEGE  |  THURSDAY, 21 JUL 2011
... 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 ...

XPLAN updates for opt-in

RACHEL DAVIS  |  WEDNESDAY, 8 JUN 2011
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 ...