Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 141 - 150 of 190 results for "Xplan"

Midwinter takes on Coin, Xplan

ELISE BURGESS  |  MONDAY, 16 MAY 2011
... 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 ...

Advisers freed from duplicate work

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
... 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 ...

MDAs to expand SMSF footprint

ELISE BURGESS  |  TUESDAY, 15 MAR 2011
... 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 ...

April launch for XPLAN facelift

ALISON BEVEGE  |  FRIDAY, 11 MAR 2011
... 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 ...

RI Advice Group targets WA practices

ELISE BURGESS  |  THURSDAY, 24 FEB 2011
... 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 ...

AMP steps up adviser support

ELISE BURGESS  |  WEDNESDAY, 23 FEB 2011
... 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. ...

IRESS to launch iPad-friendly XPLAN

ELISE BURGESS  |  MONDAY, 17 JAN 2011
... 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 selects Lonsec and IRESS

RUTH LIEW  |  MONDAY, 25 OCT 2010
... 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 ...

AUI launches data feed to IRESS

MEDIA RELEASE  |  MONDAY, 18 OCT 2010
... 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 ...

Birth of the iPad adviser

MICHELLE BALTAZAR  |  WEDNESDAY, 8 SEP 2010
... 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 ...