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|Search Results||Showing 1 - 3 of 3 results for "Emily Chen"|
|... updates, access to support, and tips from product experts and other Xplan users globally. Iress product executive Emily Chen said: "Our users tell us they know Xplan has deep and powerful functionality but there was an opportunity to make it simpler ...|
|... 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 the integration of SuiteBox with XPLAN increases adviser's ...|
|... veteran to the new role of head of product - wealth. Now reporting to Rubik group executive - product David Flynn, Emily Chen joins the financial services software provider from IRESS, where she was product manager for XPLAN. She has also held senior ...|
Early Release of Super payments surged around $7 billion in the first week of July, according to Treasury estimates, but this may not be a reason to panic.
Funds from IOOF, Vanguard and Fiducian figure among the top-five performers among wholesale funds, in the latest Rainmaker Information tables to May end.
Pengana Capital's national sales manager for private banking and wealth has left the firm after more than five years, setting his eyes on a new life in sunny Queensland.
In a new paper from Actuaries Institute, Anthony Asher argues financial advice can be made cheaper if the Australian Taxation Office (ATO) provides some of the data necessary for good advice.
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