VisiPlan goes to next level

Financialplanning software providerIWLreleased VisiPlan version 5.8 last week and is already gearing up for version 5.9 — to be released in late October and include open reporting.

This will allow financial planners and dealers to customise their own client and management reporting rather than using standard reports.

IWL’s head of planning services Ross Johnston says VisiPlan version 5.8 features some of the most sought after enhancements.

These include new data feeds fromAvanteos, Mercer Portfolio Services, Adelaide Bank and National Wealth Management, as well as a full range of transaction types from Macquarie.

VisiPlan now also has additional client reports, market information for listed securities accessible directly through the software, data transfer from Fact Find to Model Plan, and the ability to export data for the BGL Simple Fund software.

To improve client service, IWL has increased its account manager team to 15 across Australia. They will report directly to executive general manager business partnership, Tizzy Vigilante. The account management team are all DFP qualified and have worked as either planners or paraplanners.

Client advisory boards have been highly successful in providing input from both institutional and end user representatives on the direction of product development for VisiPlan, according to IWL.