Search Results | Showing 141 - 150 of 177 results for "Xplan" |
| | | ... online insurance application and case management system, online and interactive investor updates and enhanced data feeds to Xplan and VisiPlan, among others. |
| | | | Zurich risk products' real-time insurance premium validation has been added to XPLAN Risk Researcher. The announcement follows the introduction of real-time confirmation of CommInsure risk insurance premiums, which was also implemented by IRESS. The ... |
| | | | Centric Wealth Advisers has entered into an agreement with IRESS to deploy the tech firm's web-based adviser desktop, XPLAN. "Following a strategic review of systems, extensive input from our adviser team, and a formal market analysis, IRESS was chosen ... |
| | | | ... number of recent electronic business enhancements to OneAnswer including a series of new electronic forms, enhancements to Xplan data feeds and an innovative new capital gains calculator," said Pankhurst. The launch of this online insurance process to ... |
| | | | ... practices are running efficiently by using technology. "Technology development is top of the charts for us - not just choosing Xplan or COIN, I mean looking at technology in the whole business," he said. |
| | | | ... at least three to five years experience. The number of paraplanner jobs advertised remained steady over the quarter, with Xplan experience mentioned more times than COIN. The report found junior paraplanner roles were being combined with client services ... |
| | | | ... access to establish new accounts, transaction capability for existing accounts, and full integration of electronic forms with Xplan financial planning software. Other features include inbuilt validations and calculators to help streamline the online ... |
| | | | XPLAN has been acknowledged as the tech provider of choice among financial planners for the fourth year running, according to the latest 2008 Investment Trends Planner Technology Report. XPLAN was ranked first among major planning applications including ... |
| | | | ... Erbel, the key ingredients are good technology such as an automated system of File note wizard, SOA templates, and CRM within Xplan, along with appropriately trained staff. Another key contributor to the ease of transaction is the payment method for ... |
| | | | ... IRESS (market data), IOS (trading and order management), IPS (portfolio administration, compliance, tax and reporting), XPLAN (client relationship management and workflow management) and htmlIRESS (client online access market data and portfolio reporting.) ... |
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