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Showing 1 - 10 of 15 results for "XPLAN software"

BT, Challenger to deliver retirement income suite

ANGELIQUE MINAS  |  MONDAY, 2 FEB 2026
... 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 Matt Rady ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... role in supporting the launch of our 2025 product roadmap, which introduces innovative new functionality to our Xplan software that will transform how we serve and support our customers." Group head of advice for Count Andrew Kennedy echoed Willmer's ...

Iress rejigs leadership team

ANDREW MCKEAN  |  WEDNESDAY, 9 OCT 2024
... advice and general manager of sales at the former. "... we extend our appreciation to Jason, who pioneered our Xplan software and has been a valued member of our leadership team. We are fortunate to have an executive of Geoff Rogers' calibre within the ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
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 ...

Class bolsters tech team

ALLY SELBY  |  TUESDAY, 4 AUG 2020
... financial software provider Iress, where he was responsible for the development, deliver and quality the firm's XPLAN software package. He has also held roles with JobAdder, IWL Limited, the UK Department for Environment, Food and Rural Affairs, Professional ...

XPLAN picks up Lumen integration

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
... scenarios where advice standards are not being complied with by integrating data analytics solution Lumen with its XPLAN software suite. IRESS said XPLAN's integration with Lumen - which it acquired in April - would allow licensees to match and analyse ...

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
... its enhanced Model Office financial planning software which is designed to simplify the ease of use of the Iress Xplan software and improve the client experience. Improvements to the software's look and ease of navigation to the various scaled and non-scaled ...

IRESS acquires UK software firm Avelo

MARK SMITH  |  TUESDAY, 6 AUG 2013
... director while current IRESS UK managing director Mark Thelwell will be responsible for the positioning of its XPLAN software in the UK market.

Superfund Wholesale's new tool cuts SMSF set-up to 20 mins

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
... need to outsource services. SMSF iSystem uses cloud technology to take existing client information from IRESS' Xplan software and use that information to order SMSF trust deeds and populate additional applications including a Macquarie cash management ...

Second UK client for IRESS

BEN COLLINS  |  THURSDAY, 21 FEB 2013
... its second major client in the United Kingdom. Wealth management company Towry has confirmed it will use IRESS's XPLAN software in its 18 offices across the United Kingdom. Towry's implementation of XPLAN is already underway, and the solution is expected ...
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