IWL updates VisiPlan
IWLhas released an enhanced version of VisiPlan, the group’s widely used financial planning software solution.
The latest version, known as 5.1.0, is designed to provide improved reliability across the 1300 sites currently utilising the software to store client information and data.
The number of VisiPlan users is also set to rise, with figures not yet including IWL’s recently signed deal withING Australiaand its subsidiaries.
The updated database platform also provides faster data retrieval and reduced downtime due to continuous availability to the server. Increased customer support and multi user access to client records are other benefits of the new look VisiPlan.
VisiPlan chief operating officer David Hartley says the change to the new server system also means an easier process for future software enhancements.
“Changing the database gives us more flexibility to do future changes, such as improving reporting, and the new system makes it easier to manipulate the database,” Hartley says.
IWL, formerly Investorweb, will begin to phase out all older versions of VisiPlan, with support only continuing until June 30, 2002.
Recommended for you
ASIC has released the results of the latest financial adviser exam, held in November 2025.
Winners have been announced for this year's ifa Excellence Awards, hosted by Money Management's sister brand ifa.
Adviser exits have reported their biggest loss since June this week, according to Padua Wealth Data, kicking off what is set to be a difficult December for the industry.
Financial advisers often find themselves taking on the dual role of adviser and business owner but a managing director has suggested this leads only to subpar outcomes.

