Search Results | Showing 81 - 90 of 190 results for "Xplan" |
| | | ... lead an objectives-based and scaled financial advice solution. Diversified financial services group ClearView selected the XPLAN Prime product with an aim to deliver advice more efficiently. XPLAN Prime allows financial advisers to deliver objectives-based ... |
| | | | ... advisers, having recently integrated software for its insurance, wealth, and advice solutions subsidiary OnePath with IRESS XPLAN, despite signalling in November last year it was selling the division. |
| | | | ... their business and engage their clients," HUB24 managing director, Andrew Alcock said. In regards to software satisfaction, XPLAN remains dominant with 54% of planners using it as their primary software, though AdviserLogic secured the top spot for overall ... |
| | | | ... accounts. The new functionality enables advisers to pre-populate application forms with client details via integration with XPLAN, provides SMS code validation to submit applications and a faster application processing time. The program also analyses ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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