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Showing 1 - 10 of 190 results for "XPLAN"

Iress names chief tech officer to lead AI transformation

RIDDHIMA TALWANI | THURSDAY, 14 MAY 2026

... productivity and support new revenue opportunities for wealth providers. Iress will implement the changes, starting with Xplan, its software offering for advisers to manage client operations. "Iress has strong and enviable technology foundations and ...

Iress inks partnership to embed AI across platforms

RIDDHIMA TALWANI | THURSDAY, 7 MAY 2026

... usability and the depth and flexibility needed to support complex advice. Iress will implement the changes, starting with Xplan, its software offering for advisers to manage client operations. "It strengthens our ability to deliver better outcomes for ...

Capstone launches back office service for self-licensed advisers

MATTHEW WAI | WEDNESDAY, 1 APR 2026

... provides full support to self-licensed advisers, from setting up their AFSL to revenue management, compliance, research, Xplan, marketing and more, it said. It includes options for one-off services such as website development, marketing support or coaching ...

Iress fills APAC wealth role from within

ELIZABETH FRY | THURSDAY, 5 MAR 2026

... next chapter," Wall told his LinkedIn network. In the role, Wall said he would focus on strengthening Iress's flagship Xplan advice platform through a modernisation program, with particular emphasis on improving user experience while preserving the ...

BT, Challenger to deliver retirement income suite

ANGELIQUE MINAS | MONDAY, 2 FEB 2026

... solutions for advisers. In partnership with Challenger, IRESS will introduce new retirement modelling capability through its Xplan software, which would create a streamlined process for advisers to compare different income strategies. BT chief executive ...

Challenger, Iress partner for retirement income solution

ELIZA BAVIN | TUESDAY, 28 OCT 2025

... financial advisers to better serve their clients as they approach retirement. The solution will be built on Iress' existing Xplan infrastructure, using its current capabilities for an integrated advice journey specifically for lifetime retirement income ...

Aware Super launches new features for advisers

MATTHEW WAI | TUESDAY, 9 SEP 2025

... help simplify and enhance advisers' efficiency, allowing them to receive a direct data feed from Aware Super into their Xplan platform, while clients can authorise transactions through the Aware Super app. Meanwhile, registered advisers can initiate ...

Iress hunts for new chief, takeover talks progress

KARREN VERGARA | MONDAY, 18 AUG 2025

... focus on strategic growth opportunities as Mitchell moved up the ranks. At the same time, Jason Hoang, the co-founder of Xplan, exited the firm. The leadership update comes as Blackstone and Thoma Bravo express interest in acquiring Iress. The company ...

Iress creates dedicated customer role

MATTHEW WAI | MONDAY, 17 FEB 2025

... "I am thrilled to be joining Iress at an exciting time for the business. As a former customer, I know just how important Xplan and the broader suite of Iress' advice technologies are to the industry," Webb said. "I'm looking forward to working ...

Iress expands wealth team with multiple new roles

ANDREW MCKEAN | WEDNESDAY, 22 JAN 2025

... closely with the company's product team to enhance its product roadmap. James Blanton, meanwhile, has been appointed head of Xplan sales, while Thomas Cunich has become an Xplan sales associate. The new appointees' focus is on executing Iress' growth ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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