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Showing 21 - 23 of 23 results for %22Advice Technology Benchmark Report%22

XPLAN remains first choice

ELISE BURGESS  |  THURSDAY, 19 APR 2012
... the launch of XPLAN 2 that cemented IRESS in the top spot. "With the release of XPLAN 2, IRESS has produced an impressive advice platform that should support their strategy to take Australian developed planning technology to international markets," said ...

Fee-for-service assist program launch

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
... may not want full business coaching, preferring an online learning program they can use at their own pace. The Pricing Advice program is an e-learning program that includes sound files, calculators and the templates needed to build their pricing model ...

Telstra Super FP hires Coin

RUTH LIEW  |  MONDAY, 11 AUG 2008
... Planning's general manager, Steve Grinter, said the business required continual development of its existing Statement of Advice document, in-house modeling tools and infrastructure - areas that Coin's software could enhance. "Whenever we approach an ...
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