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Showing 171 - 177 of 177 results for "Xplan"

IOOF rationalises and re-brands dealer group

HAMISH MADDEN  |  TUESDAY, 15 AUG 2006
... Consultum advisers will benefit from substantial business, back office and technical support, particularly through a customised XPLAN solution which will better equip advisers to deliver on the advice based focus. Practice management will also be facilitated ...

XPLAN scores again

HAMISH MADDEN  |  MONDAY, 17 JUL 2006
In yet another step in the expansion of the XPLAN footprint, Australian Investment and Financial Planners (AI&FP) has announced it will be rolling out XPLAN to its entire group over the next three months. In announcing the partnership, AI&FP managing ...

AFS partners to Evolve its XPLAN tools

HAMISH MADDEN  |  THURSDAY, 6 JUL 2006
... Australian Financial Services (AFS) has enlisted the services of niche technology business Evolve Logic to help customise its XPLAN financial planning software platform. Evolve Logic is an authorised XPLAN technology provider who specialises in the customisation ...

Self-congratulatory advisers still ignoring lower end market

KATE HAGE  |  FRIDAY, 9 JUN 2006
... not get them at the higher end," said Powell, adding "that's why we are trialling 300 new advisers and we have launched Xplan - to give simple advice solutions." AC Neilson director, Glen Wheelan, said the research shows consumers want broader advice ...

ING software roll-out to reduce the SoA burden

... new online limited advice solution to reduce the Statement of Advice burden for advisers. Using a customised version of XPLAN's financial planning software, ING will launch the online limited advice solution as part of its substantial investment in the ...

Macquarie automates wrap downloads for planners

... automated downloads from its Macquarie Wrap Solutions platform available to desk top financial planning software, Coin and XPLAN. The time saving feature means that financial planners already using Coin or XPLAN will now receive automatic downloads ...

XPLAN marks the spot for Navigator data

Financial advisers can now use the on-line financial modelling application known as XPLAN to record and maintain all of the transaction data relating to their clients invested in Navigator products. XPLAN currently has around 1,000 users and its service ...