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.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND