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Showing 151 - 160 of 190 results for "Xplan"

Tower and IRESS launch Accelerate Connect

COMPANY RELEASE  |  MONDAY, 19 JUL 2010
... 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 tops software ratings

PRESS RELEASE  |  FRIDAY, 16 APR 2010
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 ...

IRESS adds Asteron

COMPANY RELEASE  |  TUESDAY, 8 DEC 2009
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. ...

ING improves OneAnswer platform

COMPANY RELEASE  |  WEDNESDAY, 11 NOV 2009
... online insurance application and case management system, online and interactive investor updates and enhanced data feeds to Xplan and VisiPlan, among others.

Zurich signs on to XPLAN Risk Researcher

COMPANY RELEASE  |  WEDNESDAY, 2 SEP 2009
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 signs on XPLAN

COMPANY RELEASE  |  FRIDAY, 14 AUG 2009
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 ...

ING OneAnswer taps online insurance

COMPANY RELEASE  |  TUESDAY, 11 AUG 2009
... 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 ...

Capstone FP eyes more practices

MICHAEL HOBBS  |  TUESDAY, 28 JUL 2009
... 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.

Fin planning jobs fall 60pc

MICHAEL HOBBS  |  TUESDAY, 5 MAY 2009
... 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 ...

ING unveils CGT calculator

RUTH LIEW AND MICHAEL HOBBS  |  TUESDAY, 7 APR 2009
... 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 ...