Search Results | Showing 151 - 160 of 190 results for "Xplan" |
| | | ... 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. |
| | | | 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 ... |
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