Search Results | Showing 141 - 150 of 190 results for "Xplan" |
| | | ... 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 ... |
| | | | ... 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 ... |
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