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Showing 61 - 70 of 100+ results for "Xplan"

Pathway offers virtual workspace for advisers

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... access to a digital workspace where they can interact with clients. Teaming up with Suitebox, an enhancement to Pathway's XPLAN Model Office service will enable advisers to hold online video meetings, edit online forms, use digital signatures to sign ...

New data feeds will save advisers time: ANZ

EMMA RAPAPORT  |  WEDNESDAY, 10 MAY 2017
... hoping to increase adviser efficiency with the introduction of data feeds from integrated financial planning software IRESS XPLAN to ANZ's OneCare quoting software. The new data feeds will pre-populate OneCare's Illustrator software with quote information ...

IRESS readies industry for super reforms

EMMA RAPAPORT  |  WEDNESDAY, 19 APR 2017
... laws with several updates. IRESS' superannuation administration platform, Acurity, and its financial advice technology, XPLAN, will now provide a range of updates to clients in response to the complex changes, with new versions being provided under existing ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... marketing using social media advertising services and eBooks. For the 10th year running, Investment Trends reported IRESS's XPLAN is the leading financial planning application in terms of functionality. XPLAN was the first application to support native ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... efficiency by making it customisable to user needs, while netwealth has begun pre-populating application forms with data from XPLAN. HUB24 also enabled pre-population and integrated with a licensee's internal software, andplans to do the same with other ...

YTML goes for growth

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
... Enzumo head of business solutions, Francis Cheung, will head up YTML's advice innovation and solutions; and former Enzumo XPLAN systems technician, Carmen Lee, joins as business solutions consultant. YTML chief executive Kevin Liao said the appointments ...

Ignition Wealth appoints head of advice

ALEX BURKE  |  MONDAY, 6 FEB 2017
Ignition Wealth partnered with an XPLAN specialist to launch a new consultancy division, appointing a head of advice in the process. Rob Corben will take on the role as part of Ignition Wealth's partnership with PlanFocus, of which Corben is a director. ...

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
... designed by Centrepoint's advice technology team and in consultation with advisers. It uses technology available through XPlan and has been designed to help advisers deliver a positive client experience in an efficient, compliant and engaging way. Head ...

Lonsec gives iRate an upgrade

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... equity research. Users will also be able to import and export portfolios using an Excel template that is compatible with Xplan, allowing users to easily load client portfolios between the two tools.

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
... the largest increase in user satisfaction in 2015, taking first place for overall satisfaction among software providers. XPLAN remains the most used software by financial planners, with 54% of planners using it as their primary software, an increase ...