Hillross signs up VisiPlan software
InvestorWeb has cut a deal with the AMP-owned financial planning business Hillross Financial Services to roll out the VisiPlan software to more than 70 Hillross sites.
InvestorWeb chief executive Otto Buttula says the deal with Hillross ends a long period in which the VisiPlan software was being taken up by various Hillross branches.
Up until now, about 40 of the Hillross sites had been using VisiPlan software and receiving training from InvestorWeb, but now the planning group has officially made the VisiPlanning software de rigeur for Hillross planners.
“This is a major contract,” Buttula says. “Everyone is after very reliable software, and VisiPlan has only ever been advertised twice, so its popularity with planners has been all word-of-mouth.”
Only two weeks ago ING’s Partnership Planning Group made a similar deal to use VisiPlan software. Buttula says the two contracts in short space of time “confirm VisiPlan’s pre-eminent position as the leading software for Australian financial planners”.
Buttula says to date, about 3400 VisiPlan and VisiWeb platforms are being used by financial planners industry-wide.
Recommended for you
Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.