Hillross signs up VisiPlan software

Software platforms chief executive

InvestorWeb has cut a deal with the AMP-owned financial planning business Hillross Financial Services to roll out the VisiPlan software to more than 70 Hillross sites.

InvestorWeb chief executive Otto Buttula says the deal with Hillross ends a long period in which the VisiPlan software was being taken up by various Hillross branches.

Up until now, about 40 of the Hillross sites had been using VisiPlan software and receiving training from InvestorWeb, but now the planning group has officially made the VisiPlanning software de rigeur for Hillross planners.

“This is a major contract,” Buttula says. “Everyone is after very reliable software, and VisiPlan has only ever been advertised twice, so its popularity with planners has been all word-of-mouth.”

Only two weeks ago ING’s Partnership Planning Group made a similar deal to use VisiPlan software. Buttula says the two contracts in short space of time “confirm VisiPlan’s pre-eminent position as the leading software for Australian financial planners”.

Buttula says to date, about 3400 VisiPlan and VisiWeb platforms are being used by financial planners industry-wide.

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