New XPLAN offerings launched
Advisers will have an audit trail for fee disclosures and the option to initiate distribution of content directly from XPLAN with new updates to the offering’s Financial Knowledge Centre, according to IRESS.
IRESS knowledge centre product manager, Rob Skinner said advisers had shown increasing demand for higher-quality content for clients.
“The biggest challenge advisers face in producing content for clients is curating and distributing content, without adding excessive workload,” he said.
New platform content within the XPLAN update would include monthly articles and animated videos within the Knowledge Centre, which Skinner said would help boost the relevancy of the offering for advisers and clients.
“XPLAN users are able to customise and send personalised newsletters and updates to their clients, with the content tailored to their specific demographic and interests,” he said.
Content for the Financial Knowledge Centre would be produced and approved in conjunction with Deakin University.
AUTHOR
Hope William-Smith
Recommended for you
Adviser Ratings has revealed almost 400 advisers joined the FAR in the third quarter but, with just seven weeks to go until the education deadline, more than 1,000 could depart in the upcoming two quarters.
Pengana has appointed a senior fund manager from Tyndall Asset Management to join its Australian equities team, who departs after 18 years.
Advisers are underestimating how much time they spend on non-advice work, creating inefficiencies within their practice which has a financial impact on their bottom line, according to Elemnta.
Hudson Financial Planning has partnered with OpenInvest to launch an online investing solution designed to address Australia’s advice accessibility challenge.
