Search Results | Showing 1 - 10 of 176 results for "Xplan" |
| | ... accounts by up to 80%. CFS has worked with Elemnta to allow advisers to use existing client data via an integration with Xplan, reducing the risk of implementation errors and the need for re-keying data. The new functionality selects and pre-populates ... |
| | | ... advisers that will be launched later this year. Advice Revolution will continue to exist and operates a client portal within Xplan. elemnta now employs 40 people and has reached profitability leading up to its new brand launch, Patty said. Patty and ... |
| | | ... and robust client discussions. It also speeds up the delivery of advice, facilitates more efficient meetings," he said. Xplan, Worksorted, and Fin365 are also part of iFactFind's stable of partners. Based in Austin, Texas, Voyant entered the Australian ... |
| | | ... shares, and consolidate and switch funds. Iress will also continue to provide enablement software for the merger entity via Xplan Prime, which enables funds to produce and document objective-based advice. Iress chief executive of superannuation Paul ... |
| | | ... editing to spend more time with clients - where it matters most. FinTalk can be accessed in two ways - it integrates with Xplan or advisers can log into the app's webpage. "FinTalk is more than just a technological advancement; it's a step forward ... |
| | | ... exploring data and AI opportunities, and further expanding Iress' connectivity capabilities in wealth and trading, such as Xplan. As such, Iress is introducing four key business lines, each with end-to-end accountability for product, technology and ... |
| | | ... support and technology consulting for a broad array of technologies including the full suite of Microsoft technologies, Xplan and several other financial planning systems. "In order to thrive, every services business needs to be optimising its use of ... |
| | | ... advice softwares. Core to the Connectivity Network is the delivery of a new cloud-based infrastructure capability known as Xplan Affinity. Xplan Affinity is designed to enable platform and insurance providers to integrate directly with Xplan, facilitating ... |
| | | ... are still in short supply and high demand, especially those with significant experience or who are career paraplanners. Xplan experience continues to be the forefront of requirements for client services and paraplanner positions," Kaizen said. "Client ... |
| | | The two businesses are set to provide a new level of Xplan knowledge and support to the financial services sector. While each business will continue operating as normal, financial services firm Umlaut said the acquisition of the Xplan consultant will ... |
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