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

Iress wins new mandate

ELIZABETH MCARTHUR  |  MONDAY, 7 FEB 2022
Financial advice and accountancy service provider Findex has selected Iress' financial advice software Xplan to use across its operations. Iress will support the more than 400 partners and advisers that are part of the Findex network under the new mandate. ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... Planning Solutions and ClearView Financial Advice will be able to capture fee consent for ongoing service fee agreements via Xplan. They join Colonial First State, which features Iress' tool on its platforms FirstChoice and FirstWrap. Iress managing ...

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 ...
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