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Showing 151 - 160 of 177 results for "Xplan"

Consultum pumps $1m into tech

RUTH LIEW  |  MONDAY, 17 NOV 2008
... stems from the firm's focus to better service its new and existing clients. As a result, Consultum has tailored its own XPlan solution provided by IRESS Wealth Management. "The need to keep up with new products, financial tools, and increased regulatory ...

MLC adopts straight through processing

RUTH LIEW  |  TUESDAY, 27 MAY 2008
... External Platform Interface (EPI). According to MLC, the service will be available for advisers who use VisiPlan, Coin and Xplan. "The Client Data Exchange will result in improved data quality by removing manual processes and will also provide advisers ...

IRESS to provide mortgage analytics

... mortgage can now take that service in-house after one of the country's dominant planning software group IRESS, owner of Xplan and VisiPlan, acquired mortgage analytics provider TransActive Systems. Traditionally, advisers tend to refer their clients ...

Linear Financial launches SMA

... time a security is bought or sold." The technology behind the product is provided by IRESS, which means advisers who use Xplan will have no trouble using Linear's SMA through their existing desktops. Michelle Baltazar

IRESS software gets thumbs up

RUTH LIEW  |  TUESDAY, 1 APR 2008
IRESS' planning software, XPLAN, has recorded the highest level of satisfaction amongst planners for fully featured planning software, a new report shows. According to the latest Investment Trends Planner Technology report, XPLAN - a web-deployed platform ...

Asgard automates data feeds

MICHAEL HOBBS  |  WEDNESDAY, 5 MAR 2008
... doesn't require the end users to physically download it themselves." Ho said Asgard aimed to provide the standards to Coin and Xplan. Wayne Wilson, Asgard general manager of distribution, said the AdviserNETgain platform already updated client information ...

IRESS signs Asgard and Asteron

MICHAEL HOBBS  |  WEDNESDAY, 30 JAN 2008
... modelling and insurance products. Asgard Wealth Solutions (Asgard) partnered with IRESS Market Technology (IRESS) to combine Xplan and AdviserNETgain in portfolio and statement of advice production and management service to Asgard advisers. Ed Ho, head ...

IRESS turbocharges Xplan

MICHAEL HOBBS  |  THURSDAY, 8 NOV 2007
IRESS Wealth Management Solutions has enhanced its Xplan service to advisers, providing them with an integrated software package that promises greater superannuation analysis capabilities. The improvements include access to platform disclosure fees ...

Challenger FP model pays dividends

... Management, by up to ten times. The initiative complements the roll-out of a user friendly business software (developed by Xplan) that helps each individual adviser update their bookkeeping throughout the year. All of these initiatives have already added ...

Certainty hires former PlanTech exec

MICHAEL HOBBS  |  WEDNESDAY, 5 SEP 2007
... PlanTech Consulting Group and was general manager of sales and marketing in 1999 before moving to director of operations. Xplan bought PlanTech last year and Young became responsible for insurance solutions. Young also worked for Tyndall for five years ...