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...

FE fundinfo’s investment research and portfolio construction tool, FE Analytics, has been integrated into Xplan....

The new technology integrations will improve the back-end operations across its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms. ...

IRESS, the financial services software provider, has acquired UK-based O&M Systems, which provides pension and investment data comparison tools to financial advisers. ...

Iress will release the first of several planned updates to thousands of users from Friday August 2, to make Xplan simpler to use....

New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....

Practifi has announced its integration with XPLAN in a bid to help advisers manager compliance and efficiency issues. ...

New comprehensive advice solution, CCUBE Integrated Wealth, has launched as an alternative to adviser-favourite, XPLAN. ...

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...

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...

IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...

IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...

Suitebox has integrated with XPLAN to help increase client engagement through video capability....

XPLAN has expanded its training program to help advisers get the most out of the software and has included CPD point accreditation....