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Showing 1 - 4 of 4 results for "Investment Trends analyst Ian Webster"

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... Wealth Connect and Intelliflo Intelligent Office from the UK, a trend that is set to grow," Investment Trends analyst Ian Webster said. "Now more than ever, advice firms have access to an array of globally available, low-cost digital services to manage ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... distributed in time, more suited to providing advice services to a broader market," according to Investment Trends analyst Ian Webster. The report also found practices are using a range of tech services to support client engagement. One third of practices ...

XPLAN is top-rated financial planning software

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 4 MAR 2015
... efficiency should deliver a better business and more consistent client outcomes." According to Investment Trends analyst Ian Webster, XPLAN was chosen because it is a "world class comprehensive planning application". "The quality of XPLAN and the other ...

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... other applications offering different approaches to scaled superannuation advice delivery," Investment Trends Analyst Ian Webster said. According to the report the Future of Financial Advice (FoFA) development had mainly been completed and software vendors ...
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