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Showing 21 - 30 of 190 results for "XPLAN"

Fin365 undertakes strategic mergers

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
... 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 ...

Iress unveils Connectivity Network

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... 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 ...

Adviser exits fuel salary increases

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
... 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 ...

Umlaut acquires Specialist PMC

CHLOE WALKER  |  MONDAY, 4 JUL 2022
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 ...

Iress wins new mandate

ELIZABETH MCARTHUR  |  MONDAY, 7 FEB 2022
Financial advice and accountancy service provider Findex has selected Iress' financial advice software Xplan to use across its operations. Iress will support the more than 400 partners and advisers that are part of the Findex network under the new mandate. ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... Planning Solutions and ClearView Financial Advice will be able to capture fee consent for ongoing service fee agreements via Xplan. They join Colonial First State, which features Iress' tool on its platforms FirstChoice and FirstWrap. Iress managing ...

CFS adopts advice consent solution

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... will shortly begin the initial six-week rollout. The solution supports advisers and licensees via a new workflow within Xplan, which is then validated and authenticated through the blockchain, and passed through to CFS, Iress chief commercial officer ...

myprosperity launches new platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 OCT 2021
... to get jobs done faster. myprosperity has already established integrations with other platforms including Xero, FYI, BGL, Xplan and Midwinter. The firm has more than 55,000 households onboard to connect with financial professionals. Since the beginning ...

Iress integrates DDO with Xplan

ANNABELLE DICKSON  |  MONDAY, 30 AUG 2021
Iress' design and distribution obligation (DDO) solution will be integrated with Xplan allowing financial advisers who use the software to access Target Market Determinations (TMDs) throughout the entire advice process. Iress' DDO solution has three ...

Iress steady amid OneVue integration

ELIZABETH MCARTHUR  |  THURSDAY, 19 AUG 2021
... remains resilient." He added that the OneVue integration is meeting milestones, with a rollout of the integration between Xplan and OneVue planned to start in the second half of 2021. Walsh said UK results for Iress are improving, with margin expansion ...