Search Results | Showing 131 - 140 of 176 results for "Xplan" |
| | ... technology is going to be a critical enabler and we have restructured our business with a heavy focus on technology, integrating Xplan into the advice process," said Ornsby. RI is focused on its own growth rate, growing from about 200 advisers at the ... |
| | | ... service. As part of the upgrade, AMP said it will soon be able to validate risk premium estimates for AMP products provided by XPLAN's Risk Researcher by pre-populating easyquote and/or requesting a real-time binding quotation from AMP in Risk Researcher. ... |
| | | ... with a lot less equipment," said Kinens, who said that the new version of the solution would enable advisers to run IRESS' XPLAN on their iPad. Kinens said that any advisers that use XPLAN will only ever need online access to have their business up and ... |
| | | ... Count chief executive, Andrew Gale. Meanwhile, the planning group also appointed IRESS Market Technology to provide its XPLAN platform to replace Count's proprietary system, WealthPlanner. The new system will be implemented early next year. Count estimates ... |
| | | ... Australian Unity Investments has improved its technology available to advisers by introducing IRESS data feeds for their XPLAN and VisiPlan software. Advisers can now access a full picture of their clients' AUI portfolio, covering information such as ... |
| | | ... including how to do client presentations, providing life insurance quotes and logging on to financial planning software XPlan. Synchron's director Don Trapnell said it is the first-ever planning conference in Australia that revolves around the iPad or ... |
| | | ... the same screen. Accelerate Connect allows advisers to launch the TOWER Australia electronic application system from the Xplan Risk Researcher screen, with client and cover details automatically passing through from one system to other, said Patrick ... |
| | | Xplan has retained the highest overall rating in this year's Investment Trends Planning Software Report. Closely behind Xplan is COIN followed by AdviserNETgain, VisiPlan, Navigator n-link. Coin Office retained its top position for the best modeling ... |
| | | Subscribers to XPLAN Risk Researcher now have the ability to obtain real-time binding quotes relating to Asteron's Lifeguard risk product range. IRESS has included Asteron as an insurer to support IRESS' real-time insurance premium validation functionality. ... |
| | | ... online insurance application and case management system, online and interactive investor updates and enhanced data feeds to Xplan and VisiPlan, among others. |
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