Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 41 - 50 of 100+ results for "Xplan"

Former Macquarie advisers banned

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... execution-only instructions had been given by them, and not personal advice. He also arranged for the false emails to be saved into XPLAN and created false order management (IOS) system transaction records related to the emails. Campbell was found to ...

IRESS first half revenues up 8pct, wealth and lending lead

KANIKA SOOD  |  THURSDAY, 23 AUG 2018
... CRM, portfolio and financial modelling tools. IRESS also completed its regtech acquisition of Lucsan and integrated it into XPLAN, building on its data analytics capability. The company said it is experiencing strong bid activity for superannuation suite ...

XPLAN picks up Lumen integration

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
IRESS integrated its recently acquired data analytics solution with financial planning software XPLAN. IRESS has made it easier for licensees to identify actual and potential scenarios where advice standards are not being complied with by integrating ...

Dover exit renews self-licensing calls

ALEX BURKE  |  MONDAY, 25 JUN 2018
... managed portfolios to lessen the statement of advice burden, automatic record of advice generation, direct integration with XPLAN and others - it becomes much easier to manage the compliance process. And to do it in a real-time way, too, because this ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... Millenium3 and Financial Services Partners, Rixon said. ANZ's dealer groups are now using centralized financial planning system XPLAN after the bank told licensees to move to it or else "part ways with us". However, not all advisers are using it uniformly ...

ANZ blames systems for inadequate controls: RC

KARREN VERGARA  |  MONDAY, 23 APR 2018
... Rixon said, but it's conscious of the fact dealer groups had no contractual obligation to use financial planning software XPLAN. Over time, ANZ recognised how important creating uniformity was, and mandated licensees to move to XPLAN or else "part ways ...

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
... software provider, having worked closely with Netwealth for more than a decade. "For more than 10 years, Pathway has delivered XPLAN to advice businesses alongside consulting, configuration, training and support. The acquisition of Pathway is a logical ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... customisation. A prototype is expected shortly, with the platform to roll out from January 2019. AGBA is also working with XPLAN consulting firm PlanFocus to develop goals-based customisations for XPLAN. The initial version will involve adjustments to ...

DomaCom increases financial planner exposure

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
... integration agreement with the most widely used financial planning software in Australia. Under a new partnership, users of IRESS' XPLAN can now include DomaCom sub-fund investments in client portfolio reports. Properties are segregated into separate ...

DomaCom enters retail super market with new partnership

ALEX BURKE  |  MONDAY, 8 JAN 2018
... agreement with IRESS last month. That agreement will allow the investment manager to integrate its property sub-funds into XPLAN via its EPI data feed. Properties are segregated into separate sub-funds on the DomaCom platform and issued with an APIR ...