Powered by MOMENTUM MEDIA
moneymanagement logo
 
 

Centric Wealth switches to Xplan software

insurance/Software/financial-planning-software/money-management/chief-executive/

14 August 2009
| By Benjamin Levy |
image
image image
expand image

Centric Wealth Advisers has switched to IRESS’ financial planning software, Xplan, for its adviser support.

Speaking earlier this year to Money Management, Centric chief executive Mike Pillemer said it was moving to Xplan software as part of a restructure of its back-office, which also included reviewing its internal research processes. Centric has received more than six different software solutions following the acquisition of several businesses.

National head of financial planning John Hart said Centric chose IRESS following a strategic review of its systems and extensive input from advisers.

IRESS general manager Andrew Walsh said moving to Xplan would provide clear savings from overheads for Centric, and make its processes more efficient by creating a single client record extending to debt, insurance and treasury advice channels.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 weeks ago

So we are now underwriting criminal scams?...

7 months ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks 2 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 6 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND