The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 100+ results for "Xplan"|
|... 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 ...|
|... 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' 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|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 ...|
|... 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%.|
|... 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 ...|
| | |
The September financial adviser exam pass rate was stable at 60% but continues to fall below the overall pass rate of 88.5%.
| | |
The House of Representatives Standing Committee on Tax and Revenue has released a report aimed at overhauling Australia's corporate bond market.
| | |
Future Fund's latest portfolio update shows the sovereign wealth fund is just shy of hitting $200 billion.
| | |
Share trading platform Superhero will take the $40 million it has raised this year to expand into New Zealand by mid-2022.
|Brought to you by|