Search Results | Showing 41 - 50 of 193 results for "Xplan" |
| | | ... helping financial advisers on-board clients more efficiently. Praemium's integration with Iress' financial planning software Xplan enables advisers to initiate new applications more seamlessly. The new functionality means the double entry of client information ... |
| | | | ... period, with overall revenue up 3%. Its revenue growth in the Asia Pacific region was up 8% year on year reflecting demand for Xplan and super solutions, it said. The Australian advice business delivered over 500 client conversations in the year to date. ... |
| | | | Client engagement software provider AstuteWheel has integrated with financial advice software Xplan following overwhelming demand from advisers who were using both services. AstuteWheel managing director Hans Egger said 80% of advisers who use AstuteWheel ... |
| | | | ... response to advice, compliance and data needs. Iress reported 400 advice practices migrated to its advice software offering Xplan in 2020. In addition, the company saw a strong demand for its superannuation gateway software SuperConnector with 20% growth ... |
| | | | ... years with financial software provider Iress, where he was responsible for the development, deliver and quality the firm's XPLAN software package. He has also held roles with JobAdder, IWL Limited, the UK Department for Environment, Food and Rural Affairs ... |
| | | | Class has completed its integration with Iress' financial software solution Xplan, with the offering now available for new Class Super and Class Portfolio customers as a public pilot. The data feed will enable financial advisers and accountants to seamlessly ... |
| | | | ... In terms of advice software, AdviserLogic took out the top gong for the fifth consecutive year, followed by Midwinter and Xplan. Despite fallout from the Royal Commission and COVID-19, overall satisfaction with platforms and advice software providers ... |
| | | | ... greater access to fixed income. In addition to providing access to bonds, the deal will see users of Iress Pro, ViewPoint and Xplan provided with the ability to view real-time pricing data, subscribe to data feeds, and directly place execution orders ... |
| | | | ... Mainstream's services to Pendal will include deploying automated workflow for email and paper transactions, online transacting, XPLAN reporting, Calastone network, banking automation and the newly-created quoted funds functionality. The transition commences ... |
| | | | ... offerings with technological solutions which it says has saved it an estimated 37,000 in adviser hours. This includes a custom Xplan system, which allows a Statement of Advice to be produced in less time so that advisers can focus on onboarding clients. ... |
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