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Showing 131 - 140 of 194 results for "Xplan"

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 ...

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.