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Showing 71 - 80 of 190 results for "XPLAN"

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 ...

DomaCom secures first integration

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... sub-fund investments in client reports. DomaCom has entered into an agreement to integrate its property sub-funds into IRESS XPLAN via its EPI data feed. Properties are segregated into separate sub-funds on the DomaCom platform and issued with an APIR ...

CFS annuities hits $1bn milestone

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... advisers are top of mind when developing the right solutions. One example is integrating a FirstChoice online application with xPlan, which streamlines the way accounts are set up and creates greater efficiency for advisers. The introduction of Portfolio ...

IRESS partners for client engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
... documents and applications, record advice discussions and return all records of meetings directly to the client's file in XPLAN. IRESS product executive, wealth management, Emily Chen said clients are seeking engagement across a variety of channels and ...

XPLAN expands adviser training offer

DARREN SNYDER  |  THURSDAY, 5 OCT 2017
... training offer to include CPD point accreditation and introduced a program of structured learning pathways. The changes to XPLAN education and training took effect this week, and include a program of structured learning pathways for specific roles such ...

IRESS enters regtech realm

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
... investment. The non-material investment will see Lucsan's suite of regtech solutions delivered to clients via IRESS' IOS, XPLAN and Acurity products. The partnership will also assist Lucsan's growth strategy as it works to expand across Australia and ...

IRESS announces senior leadership restructure

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
... added that IRESS is currently focused on further initiatives for the Acurity platform including greater integration with XPLAN.