Search Results | Showing 161 - 170 of 194 results for "Xplan" |
| | | ... 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 ... |
| | | | 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 ... |
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