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Showing 1 - 10 of 100+ results for "Xplan"

CFS adopts advice consent solution

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... will shortly begin the initial six-week rollout. The solution supports advisers and licensees via a new workflow within Xplan, which is then validated and authenticated through the blockchain, and passed through to CFS, Iress chief commercial officer ...

myprosperity launches new platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 OCT 2021
... to get jobs done faster. myprosperity has already established integrations with other platforms including Xero, FYI, BGL, Xplan and Midwinter. The firm has more than 55,000 households onboard to connect with financial professionals. Since the beginning ...

Iress integrates DDO with Xplan

ANNABELLE DICKSON  |  MONDAY, 30 AUG 2021
Iress' design and distribution obligation (DDO) solution will be integrated with Xplan allowing financial advisers who use the software to access Target Market Determinations (TMDs) throughout the entire advice process. Iress' DDO solution has three ...

Iress steady amid OneVue integration

ELIZABETH MCARTHUR  |  THURSDAY, 19 AUG 2021
... remains resilient." He added that the OneVue integration is meeting milestones, with a rollout of the integration between Xplan and OneVue planned to start in the second half of 2021. Walsh said UK results for Iress are improving, with margin expansion ...

Sunsuper, Iress launch adviser data feed

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
... superannuation data. Advisers can now access super information in their clients' portfolios when using Iress' advice software Xplan. Sunsuper head of advice and retirement Anne Fuchs said this project creates an efficient and digital service ...

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... 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 ...

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
... 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 ...

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 ...

Iress names chair, profit slides

ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
... 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%.

PADUA launches client fact find

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... 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 ...
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