Paragem steps in to help Xplan clients

Software/compliance/

23 March 2010
| By Lucinda Beaman |

Compliance consultant Paragem has created a new service that it says will make the planning software Xplan easier to manage.

Paragem managing director Ian Knox said that when using Paragem’s service, the advice process “finally works efficiently”.

“This finally makes Xplan work for many practices and we can take on the servicing needs thereafter — taking the headache of software out the practice at last,” Knox said.

Another company, called Evolve Logic, makes its money by helping planning practices implement Xplan software.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 3 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo