Search Results | Showing 31 - 40 of 193 results for "Xplan" |
| | | ... 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' 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 ... |
| | | | ... 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 ... |
| | | | ... superannuation data. Advisers can now access super information in their clients' portfolios when using Iress' advice software Xplan. Sunsuper head of advice and retirement Anne Fuchs said this project creates an efficient and digital service ... |
| | | | ... due to the visual nature of WealthEye," he said. LivePreso chief executive Aaron Cooper said LivePreso's integration with Xplan and Portfolio System has enabled WealthEye to deliver data-driven, interactive and client-specific Records of Advice. "We're ... |
| | | | ... the physical SOA in 30 seconds. Miller said Asendium works best with another customer relationship management system like Xplan and AdviserLogic. The first iteration, Asendium Lite, launched in August 2020, was implemented by new dealer group Finchley ... |
| | | | Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ... |
| | | | ... largest unlisted fund registry in the country. This enables us to provide the seamless execution of investment advice from Xplan," he said. Iress will pay a final dividend of 30 cents per share, franked at 40%. |
| | | | ... testing and makes the gathering of information less overwhelming for clients. It integrates with advice software such as Xplan, sends clients relevant sections in stages, and offers a custom-branded solution for each practice. The initial beta testing ... |
| | | | ... platform will increase the access to managed funds through quoted managed funds and distribution by integrating with Iress' Xplan. The announcement comes after the completion of Iress' acquisition of OneVue last month and will give access to quoted managed ... |
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