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Showing 1 - 6 of 6 results for "Planning Software Report"

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
The Investment Trends 2015 Planning Software Report has named XPLAN as the top rated financial planning application, achieving the highest score ever recorded in the report's 11 year history. Rubik COIN and AdviserNetgain were ranked second and third ...

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... highest benchmark score for any financial planning application in the seven years of the Investment Trends Planning Software Report. Coin and AdviserNETgain followed XPLAN. The top rated hybrid planning/platform integrated planning application was AdviserNETgain/Asgard. ...

XPLAN best planning software in 2012

BEN COLLINS  |  MONDAY, 4 FEB 2013
... top-rated planning application for 2012 according to an Investment Trends report. The 2012 Financial Planning Software Report by Investment Trends is an in-depth analysis of the eight fully featured planning applications most frequently used by Australian ...

XPLAN remains first choice

ELISE BURGESS  |  THURSDAY, 19 APR 2012
... when it comes to overall planning functionality, according to a new report. The Investment 2011 Trends Planning Software Report examined the eight most popular fully featured planning applications based on adviser usage based on a benchmarking methodology ...

Xplan tops software ratings

PRESS RELEASE  |  FRIDAY, 16 APR 2010
Xplan has retained the highest overall rating in this year's Investment Trends Planning Software Report. Closely behind Xplan is COIN followed by AdviserNETgain, VisiPlan, Navigator n-link. Coin Office retained its top position for the best modeling ...

Coin makes marketing easy

COMPANY RELEASE  |  THURSDAY, 26 MAR 2009
... ensure they're maximising all of the opportunities available to them." An Investment Trends Financial Planning Software report found Coin the best for new adviser functionality last year. The technology's modelling capabilities also ranked number one ...
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