AXA groups swap VisiPlan for XPLAN
AXA's aligned dealer groups are migrating from VisiPlan to the IRESS wealth management platform XPLAN, IRESS has announced.
More than a quarter of practices have already migrated to XPLAN following a successful pilot program, IRESS stated.
The deal represents more than 1000 users in Australia and New Zealand, IRESS stated.
IRESS has a long-standing relationship with AXA as a technology partner, according to IRESS managing director Andrew Walsh.
"We see the migration to XPLAN as a natural progression based on AXA's needs and opportunities and on our ability to deliver solutions that fulfil the needs of AXA advisers," he said.
Recommended for you
Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch or add new providers to achieve this.
As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the client experience.
Insignia Financial has appointed the former APAC head of a global asset manager to its board.
Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect on balances at retirement.