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|Showing 1 - 10 of 100+ results for "XPLAN"|
|... due to the visual nature of WealthEye," he said. LivePreso chief executive Aaron Cooper said LivePreso's integration with Xplan and Portfolio System has enabled WealthEye to deliver data-driven, interactive and client-specific Records of Advice. "We're ...|
|... the physical SOA in 30 seconds. Miller said Asendium works best with another customer relationship management system like Xplan and AdviserLogic. The first iteration, Asendium Lite, launched in August 2020, was implemented by new dealer group Finchley ...|
|Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ...|
|... largest unlisted fund registry in the country. This enables us to provide the seamless execution of investment advice from Xplan," he said. Iress will pay a final dividend of 30 cents per share, franked at 40%.|
|... testing and makes the gathering of information less overwhelming for clients. It integrates with advice software such as Xplan, sends clients relevant sections in stages, and offers a custom-branded solution for each practice. The initial beta testing ...|
|... platform will increase the access to managed funds through quoted managed funds and distribution by integrating with Iress' Xplan. The announcement comes after the completion of Iress' acquisition of OneVue last month and will give access to quoted managed ...|
|... helping financial advisers on-board clients more efficiently. Praemium's integration with Iress' financial planning software Xplan enables advisers to initiate new applications more seamlessly. The new functionality means the double entry of client information ...|
|... period, with overall revenue up 3%. Its revenue growth in the Asia Pacific region was up 8% year on year reflecting demand for Xplan and super solutions, it said. The Australian advice business delivered over 500 client conversations in the year to date. ...|
|Client engagement software provider AstuteWheel has integrated with financial advice software Xplan following overwhelming demand from advisers who were using both services. AstuteWheel managing director Hans Egger said 80% of advisers who use AstuteWheel ...|
|... response to advice, compliance and data needs. Iress reported 400 advice practices migrated to its advice software offering Xplan in 2020. In addition, the company saw a strong demand for its superannuation gateway software SuperConnector with 20% growth ...|
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The former managing director of business development at QIC is taking on a new role with private markets investment firm Northleaf Capital Partners.
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According to new analysis, stock picks which became popular on Facebook, Reddit and Twitter were almost guaranteed to see investors lose money.
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Contango Asset Management is expanding its distribution capabilities in appointing a new lead and head of retail.
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Evalesco Financial Services recently finalised the acquisition of former Association of Financial Advisers national president Marc Bineham's advice firm.
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