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Showing 171 - 180 of 190 results for "Xplan"

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 ...

IRESS seals $48m VisiPlan deal

... IRESS shares, around $48 million. Following the deal, IRESS will have three major software businesses under its belt, namely XPLAN, PlanTech and VisiPlan. XPLAN and PlanTech generate a combined $15 million in revenue with VisiPlan adding an estimated ...

IRESS and XPLAN stay on the up

HAMISH MADDEN | FRIDAY, 23 FEB 2007

IRESS Market Technology today reported another strong result, with headline group profit up to $29.6 million and XPLAN continuing on its strong growth trajectory, ramping up profitability. Peter Dunai, managing director IRESS, said strong conditions ...

XPLAN ranked first by planners

HAMISH MADDEN | THURSDAY, 30 NOV 2006

A recent report has found that for the second year in a row XPLAN has been ranked the number one planning software provider by financial planners and paraplanners. The 2006 Investment Trends Planner Technology Report found that XPLAN received 44 per ...

Macq Wrap to roll-out STP for FP software providers

HAMISH MADDEN | THURSDAY, 2 NOV 2006

... roll-out straight-through processing (STP) capabilities between Macquarie Wrap and leading financial planning software products XPLAN, VisiPlan and its own Coin Software. The developments should make it possible for advisers to initiate transactions ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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