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Showing 61 - 70 of 190 results for "XPLAN"

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
... deposit rates across a wide range of Australian banks and other authorised deposit-taking institutions. Elders advisers using Xplan can also benefit from a wide range of data feeds offered by Cashwerkz, enabling them to comprehensively measure asset ...

Class enhances XPLAN integration

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The latest integration between Class and XPLAN will enable financial advisers to have a single shared view of data and assets. Users will be able to vie all investments held within Class and XPLAN, including unlisted assets such as direct property. ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... managing director, superannuation Jeff Hall said the solution can also be coupled with WA Super's use of scaled advice solution XPLAN Prime. Using one technology provider for the digital advice solution reduces risks associated with re-keying data between ...

IOOF expands managed accounts offering

KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... and Consultum Financial Advisers. IOOF anticipates it will offer MPS to the broader market. MPS is fully integrated with XPLAN, including advice document generation and client account management with built-in client review reminders, Oliver said. Last ...

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 ...