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Showing 1 - 2 of 2 results for "Wealth Central"

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... while Advice Intelligence was recognised for its goals-based advice application. In other categories, IOOF's Wealth Central is the best new advice tech application; Astute Wheel won the best client discovery application; and Xeppo was awarded the ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... choice of remaining IOOF licensees. Marking its second acquisition this week, IOOF also announced the purchase of Wealth Central, a proprietary financial advice and client engagement platform. "The next-generation digital tool significantly enhances ...
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