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.
Recommended for you
With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Data.
AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic.
An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC.
ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year.
