Search Results | Showing 161 - 170 of 190 results for "Xplan" |
| | | XPLAN has been acknowledged as the tech provider of choice among financial planners for the fourth year running, according to the latest 2008 Investment Trends Planner Technology Report. XPLAN was ranked first among major planning applications including ... |
| | | | ... Erbel, the key ingredients are good technology such as an automated system of File note wizard, SOA templates, and CRM within Xplan, along with appropriately trained staff. Another key contributor to the ease of transaction is the payment method for ... |
| | | | ... IRESS (market data), IOS (trading and order management), IPS (portfolio administration, compliance, tax and reporting), XPLAN (client relationship management and workflow management) and htmlIRESS (client online access market data and portfolio reporting.) ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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' 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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