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Search ResultsShowing 1 - 10 of 100+ results for "Xplan"
Iress inks bond exchange partnership
HARRISON WORLEY  |  WEDNESDAY, 27 MAY 2020
... greater access to fixed income. In addition to providing access to bonds, the deal will see users of Iress Pro, ViewPoint and Xplan provided with the ability to view real-time pricing data, subscribe to data feeds, and directly place execution orders ...
Pendal awards registry mandate
KANIKA SOOD  |  MONDAY, 18 MAY 2020
... Mainstream's services to Pendal will include deploying automated workflow for email and paper transactions, online transacting, XPLAN reporting, Calastone network, banking automation and the newly-created quoted funds functionality. The transition commences ...
Processes are the problem, not people: Count Financial
ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
... offerings with technological solutions which it says has saved it an estimated 37,000 in adviser hours . This includes a custom Xplan system, which allows a Statement of Advice to be produced in less time so that advisers can focus on onboarding clients. ...
Has COVID-19 solved the advice problem?
HARRISON WORLEY  |  THURSDAY, 23 APR 2020
... the firm. The crisis has caused a boom in client uptake of the firm's new digital data collection mechanism, which pushes Xplan data to the client for review and adjustment, ensuring the next meeting between the adviser and client involves updated data. ...
Isolated advisers enter the digital age
ALLY SELBY  |  THURSDAY, 9 APR 2020
... uses wealth management platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client CRM, and video-conferencing tool Zoom for meetings and running "seminars" for his clients. "I am sure there is ...
Count Financial adds tech integrations
ALLY SELBY  |  THURSDAY, 2 APR 2020
... any investment switch they would have to manually calculate the buy-sell spread, then get it checked and loaded up into XPLAN," he said. "It was a very manual process, which had the potential for errors and it was taking between one to three hours per ...
Iress swoops on UK pension researcher
HARRISON WORLEY  |  WEDNESDAY, 18 MAR 2020
... pension and platform providers and advice businesses. The firm is planning to integrate O&M's software directly into its Xplan suite of software, with Iress clients able to immediately access O&M's pension and investment capabilities. Additionally, O&M's ...
Advisers serious about licensee due diligence
JAMIE WILLIAMSON  |  WEDNESDAY, 20 NOV 2019
... recruiting advisers. Common requests received from advisers during the decision-making process include the ability to log-in to Xplan to view similarities and differences in how it is used and 30-day notice periods to existing licensees and clients ...
Iress announces changes to Xplan
ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
Iress has made several improvements to its popular Xplan offering which should improve functionality for thousands of advisers. The changes to the advice software platform will be released on Friday. Iress says these changes followed a year of user ...
BT Panorama boosts functionality
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... deliver advice to their clients efficiently," said Vincent. The enhancements include: record of advice integration with Xplan, new adviser portfolio tools to enable account model construction and rebalancing and improvements to household reporting through ...
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