Search Results | Showing 141 - 150 of 193 results for "Xplan" |
| | | 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, 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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