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Showing 31 - 40 of 43 results for "Wealth Management Solutions"

April launch for XPLAN facelift

ALISON BEVEGE  |  FRIDAY, 11 MAR 2011
Dominant planning software provider IRESS Wealth Management Solutions has announced the long-anticipated new version of XPLAN is to be released next month. XPLAN, used by more than 12,000 advisers, has been given a makeover with the help of digital ...

ClearView Wealth FUMA hits $3.1bn

ELISE BURGESS  |  WEDNESDAY, 25 AUG 2010
... distribution capabilities with a ten year exclusive alliance with Bupa Australia to market life and wealth management solutions to its 2.9 million private health insurance customer base, including MBF, HBA and Mutual Community. The group also have 55 ...

FPA names Value of Advice winners

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
Peter Wilson from Strategic Wealth Management Solutions; Paul Little, Landmark Financial Management; Josef Stadler, PSK Financial Services and Chris Craggs from Argurion Financial Group have won the FPA's Value of Advice Awards. Wilson won the Financial ...

Q Invest targets professionals

RUTH LIEW  |  THURSDAY, 21 FEB 2008
... "sophisticated" private investors with a dedicated adviser who develops strategic plans and total wealth management solutions to suit the individual's personal and financial situation. "Previously we have provided investors with specific advice on particular ...

IRESS turbocharges Xplan

MICHAEL HOBBS  |  THURSDAY, 8 NOV 2007
IRESS Wealth Management Solutions has enhanced its Xplan service to advisers, providing them with an integrated software package that promises greater superannuation analysis capabilities. The improvements include access to platform disclosure fees ...

MLC expands corp super team

MICHAEL HOBBS  |  THURSDAY, 25 OCT 2007
... services area, Chrystie, has spent six years at ANZ developing their corporate superannuation and wealth management solutions. As business superannuation sales manager, Chrystie, will support advisories to grow their business superannuation client base. ...

XPLAN incorporates Zenith research

... focused on increasing this in as many areas as we can," said Andrew Walsh, general manager at IRESS Wealth Management Solutions. Besides easier access to around 700 reports, many of which are reports on funds available on major platforms such as BT ...

InvestorWeb research for sale?

... Market Technology intends to use InvestorWeb as the only source for managed funds research. IRESS Wealth Management Solutions' general manager, Andrew Walsh, said in a separate interview that IRESS is looking to a wider choice of researchers on the VisiPlan ...

IRESS snaps up Spotlight

... Xplan Technology and Spotlight's local strengths," said Peter Dunai, IRESS' managing director. IRESS Wealth Management Solutions' general manager, Andrew Walsh, said they plan to move the development of South African-specific products to South Africa ...

BT Wrap technology in full throttle

... products Xplan and VisiPlan, and is keen to drive its use," said Andrew Walsh, general manager IRESS Wealth Management Solutions. Michelle Baltazar