AXA groups swap VisiPlan for XPLAN
AXA's aligned dealer groups are migrating from VisiPlan to the IRESS wealth management platform XPLAN, IRESS has announced.
More than a quarter of practices have already migrated to XPLAN following a successful pilot program, IRESS stated.
The deal represents more than 1000 users in Australia and New Zealand, IRESS stated.
IRESS has a long-standing relationship with AXA as a technology partner, according to IRESS managing director Andrew Walsh.
"We see the migration to XPLAN as a natural progression based on AXA's needs and opportunities and on our ability to deliver solutions that fulfil the needs of AXA advisers," he said.
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