XPLAN customisation just another service, says IRESS

16 November 2009 | Consultancy companies that customise the XPLAN financial planning software system are simply offering a service, although there is a concern that those without the requisite knowledge could damage the brand.

Planners resort to DIY software

2 July 2009 | Dealer groups dissatisfied with financial planning software are creating their own or purchasing programs from practices marketing their own internally used software.

Live data feeds dead on arrival

24 June 2009 | Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial planning software systems.

Software spend mirrors shift to insurance

14 May 2009 | According to Iress, wealth management companies are cutting back on software subscriptions, but subscriptions into insurance-based software are on the rise.