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

Search Results

Showing 51 - 60 of 190 results for "Xplan"

Iress swoops on UK pension researcher

HARRISON WORLEY  |  WEDNESDAY, 18 MAR 2020
... pension and platform providers and advice businesses. The firm is planning to integrate O&M's software directly into its Xplan suite of software, with Iress clients able to immediately access O&M's pension and investment capabilities. Additionally, O&M's ...

Advisers serious about licensee due diligence

JAMIE WILLIAMSON  |  WEDNESDAY, 20 NOV 2019
... recruiting advisers. Common requests received from advisers during the decision-making process include the ability to log-in to Xplan to view similarities and differences in how it is used and 30-day notice periods to existing licensees and clients ...

Iress announces changes to Xplan

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
Iress has made several improvements to its popular Xplan offering which should improve functionality for thousands of advisers. The changes to the advice software platform will be released on Friday. Iress says these changes followed a year of user ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... deliver advice to their clients efficiently," said Vincent. The enhancements include: record of advice integration with Xplan, new adviser portfolio tools to enable account model construction and rebalancing and improvements to household reporting through ...

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... Panorama rounding out the top five. AdviserLogic ranked as the top planning software for the fourth year in-a-row, ahead of XPLAN and Midwinter. Peker said planners were looking for better tools to facilitate better collaboration during face-to-face ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
XPLAN continues to be the top application of choice for financial advisers for the 12th consecutive year. This is according to the latest Investment Trends Planning Software Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other ...

Financial adviser salaries revealed

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
... to have tertiary qualifications in financial planning or a related degree. Paraplanners and client service officers with Xplan experience will be highly regarded. Meanwhile, financial advisers with strong rapport building and effective communication ...

IRESS general manager joins advice group

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2019
... his knowledge will be an invaluable addition to our experience base," Mancell said. "Andrew spent more than a decade with Xplan, working closely with firms like ours. Harnessing Andrew's experience in this area underlines our commitment to ongoing ...

Practifi integrates with XPLAN

KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
The business management platform for advisers has integrated with IRESS XPLAN, leveraging its recently released open API. The integration builds on Practifi's compliance and efficiency by eliminating data duplication with a single, completely integrated ...

Former Macquarie advisers have bans reduced

JAMIE WILLIAMSON  |  TUESDAY, 12 FEB 2019
... execution only instructions had been given, not personal advice. They then arranged for the same false emails to be saved into Xplan and created false order management system transaction records to reflect the false emails. Landau engaged in the misconduct ...