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XPLAN
Financial planning
IRESS has extended its XPLAN Financial Knowledge Centre offering to increase transparency around fee disclosure statements....
Tech
Ignition Wealth’s XPLAN consultancy team will now offer the Ignition Priority Assist Service to improve service efficiency....
Superannuation
Financial software firm, IRESS has joined its software, XPLAN, with the Financial Synergy platform Acurity to launch a new advice solution for super funds....
Policy & Regulation
Financial planning software firm, XPLAN, has introduced first-to-market changes to MLC’s online application process, Riskfirst....
Financial planning
The latest data from Investment Trends confirms the push for adviser efficiency is driving planning technology development....
Financial planning
Charter Hall Group is rolling out automatic data feeds to its financial advisers for exporting client and transaction information through XPLAN....
Financial planning
XPLAN customisation specialist sees ready market in self-licensed planning sector....
News
Financial planning software provider IRESS has announced positive half year results despite external challenges, as the company increasingly looks to expand its regional ...
MARKET INSIGHTS
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Podcast
spot on Mark...
'Hypersensitised' advice is likely to be successful if based on a more hypersensitive approach to each person. This is ...
I CAN NOT THINK OF A WORD TO SAY HOW BLOODY STUPID CAN YOU GET JG...