IWL updates VisiPlan
IWLhas released an enhanced version of VisiPlan, the group’s widely used financial planning software solution.
The latest version, known as 5.1.0, is designed to provide improved reliability across the 1300 sites currently utilising the software to store client information and data.
The number of VisiPlan users is also set to rise, with figures not yet including IWL’s recently signed deal withING Australiaand its subsidiaries.
The updated database platform also provides faster data retrieval and reduced downtime due to continuous availability to the server. Increased customer support and multi user access to client records are other benefits of the new look VisiPlan.
VisiPlan chief operating officer David Hartley says the change to the new server system also means an easier process for future software enhancements.
“Changing the database gives us more flexibility to do future changes, such as improving reporting, and the new system makes it easier to manipulate the database,” Hartley says.
IWL, formerly Investorweb, will begin to phase out all older versions of VisiPlan, with support only continuing until June 30, 2002.
Recommended for you
Next year will see AMP roll out an end-to-end solution for its North platform, marking a shift in the firm’s position within the advice technology sector and building on adviser feedback.
My Dealer Services is predicting strong growth in self-licensing next year, citing recent ASIC action against Interprac and the desire for independence as key drivers of the self-licensing trend.
ASIC has handed down a six-month AFSL suspension to MW Planning after the firm failed to replace its banned responsible manager.
Despite the year almost at an end, advisers have been considerably active in licensee switching this week while the profession has reported a slight uptick in numbers.
