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Showing 21 - 26 of 26 results for "Planner Technology Report"

AXA and Wealth.net split poses planner risk

RUTH LIEW  |  MONDAY, 7 JUN 2010
... platform, but planners using AXA North [write] 29 per cent," said Peker, quoting from the Investment Trends Planner Technology Report from September last year. "Two-thirds of planners cite capital guaranteed investments as the main reason for using it ...

Coin upgrades SoA services

COMPANY RELEASE  |  THURSDAY, 18 FEB 2010
... are provided flexibility when constructing SoAs. The launch comes as figures from Investment Trends' Planner Technology Report: September 2009 revealed that 54 per cent of financial planners cited merging data from different sources to produce SoAs ...

XPLAN tops planners' list

RUTH LIEW  |  TUESDAY, 3 MAR 2009
... among financial planners for the fourth year running, according to the latest 2008 Investment Trends Planner Technology Report. XPLAN was ranked first among major planning applications including plan production for clients with complex requirements ...

IRESS software gets thumbs up

RUTH LIEW  |  TUESDAY, 1 APR 2008
... for fully featured planning software, a new report shows. According to the latest Investment Trends Planner Technology report, XPLAN - a web-deployed platform for planners - also topped the list for ease of use, constructing portfolios and scenario modeling ...

XPLAN ranked first by planners

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
... number one planning software provider by financial planners and paraplanners. The 2006 Investment Trends Planner Technology Report found that XPLAN received 44 per cent more "good/very good" ratings than its competitors. PlanTech was the second-highest ...

Aviva removes CGT liability from platform migration

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
... comes on the back of widespread planner concern around the issue revealed in the Investment Trends 2006 Planner Technology Report. "Advisers are clearly saying that a mini-wrap is great - provided clients can migrate to the full platform later if they ...
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