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XPLAN
Features
There is no lack of competition between licensees to attract good financial planning businesses, but Mike Taylor writes, the days of the deep pockets of the big banks are...
Financial planning
The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan....
Financial planning
Independent financial advisers aligned with MLC Wealth will have access to up to $10,000 to help them transition to IOOF, but it is in no way a ‘sign-on bonus’ according ...
People & Products
The integration focuses on automation for advisers and accountants, with the Class data feed being able to provide an up-to-date view of client wealth for financial advis...
Financial planning
FE fundinfo’s investment research and portfolio construction tool, FE Analytics, has been integrated into Xplan....
People & Products
The new technology integrations will improve the back-end operations across its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms. ...
People & Products
IRESS, the financial services software provider, has acquired UK-based O&M Systems, which provides pension and investment data comparison tools to financial advisers. ...
People & Products
Iress will release the first of several planned updates to thousands of users from Friday August 2, to make Xplan simpler to use....
Financial planning
New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....
People & Products
Practifi has announced its integration with XPLAN in a bid to help advisers manager compliance and efficiency issues. ...
Financial planning
New comprehensive advice solution, CCUBE Integrated Wealth, has launched as an alternative to adviser-favourite, XPLAN. ...
People & Products
As planners show growing interest in wanting to pick and choose parts of different technology systems, IRESS has announced changes to better allow third party software to...
Financial planning
Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single up-to-date view of wealth in the SMSF and non-supe...
People & Products
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...
People & Products
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...