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Showing 191 - 194 of 194 results for "Xplan"

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 ...