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Showing 171 - 180 of 194 results for "Xplan"

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 ...

XPLAN incorporates Zenith research

XPLAN clients can now access research reports and ratings from Zenith Investment Partners after XPLAN's parent company IRESS Market Technology inked a deal with the Melbourne-based research firm. The move will allow clients of both groups to access ...

IRESS snaps up Spotlight

... Spotlight, the clear standing industry leader, we create impressive scale plus exciting growth potential from the combination of Xplan Technology and Spotlight's local strengths," said Peter Dunai, IRESS' managing director. IRESS Wealth Management Solutions' ...

BT Wrap technology in full throttle

... what we're trying to bring on board is those same equity capabilities." This week the group announced that planners who use Xplan or COIN will save on double-entry of data after BT Wrap adapted a straight through processing (STP) technology compatible ...