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
The new financial year has got off to a strong start in adviser gains, helped by new entrants, after heavy losses sustained in June.
Michael McCorry, chief investment officer at BlackRock Australia, has detailed how investors are reconsidering their 60/40 portfolios as macro uncertainty highlight the benefits of liquid alternatives.
Having reset its market focus to high-net-worth advisers, Praemium’s administration solution has been selected by Bell Potter in a deal that increases the platform's funds under administration by $6 billion.
High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25.
