IRESS boosts XPLAN software
Commenting on the introduction of iAssist, IRESS UK executive general manager (wealth), Mark Loosmore said the new functionality would allow rapid real-time response for users and eliminate the need for screen-sharing software or use of multiple username and password details.
“iAssist balances our desire to further improve user experience [and] help clients continue to increase business efficiency,” he said.
“Having the right technology with the right customer service in place is essential.”
To use XPLAN iAssist, users are granted a securely-generated token within the new system, which allows for simpler access to personal XPLAN sessions.
AUTHOR
Hope William-Smith
Recommended for you
The month of April enjoyed four back-to-back weeks of growth in financial adviser numbers, with this past week seeing a net rise of five.
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With the election taking place on Saturday (3 May), Adviser Ratings examines how the two major parties could shape the advice industry in the future.
