Search Results | Showing 41 - 50 of 190 results for "Xplan" |
| | | ... 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. ... |
| | | | ... the firm. The crisis has caused a boom in client uptake of the firm's new digital data collection mechanism, which pushes Xplan data to the client for review and adjustment, ensuring the next meeting between the adviser and client involves updated data. ... |
| | | | ... uses wealth management platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client CRM, and video-conferencing tool Zoom for meetings and running "seminars" for his clients. "I am sure there is ... |
| | | | ... any investment switch they would have to manually calculate the buy-sell spread, then get it checked and loaded up into XPLAN," he said. "It was a very manual process, which had the potential for errors and it was taking between one to three hours per ... |
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