Stockford joins VisiPlan rollout
Financial services group Stockford is the latest in a steady stream of advisory companies to sign up forIWL’s VisiPlan software.
The software’s functionality and reliability, as well as how it is positioned for future direction, were the key reasons behind choosing VisiPlan, according to Stockford Financial Services general manager, Mark Rantall.
The VisiPlan platform will be integrated across Stockford’s national network of financial advisers, who currently have $2.8 billion in funds under advice.
Under the deal with Stockford, the VisiPlan package will include modules in modelling, managed funds product research, brokerage management, client reporting and client management.
Rantall says the national integrated technology structure that VisiPlan software will bring to the group will also provide it with greater synergistic benefits.
IWL, who recently announced the upgraded VisiPlan version 5, is also in the process of rolling out the software to other newly signed group, including ING Australia and its subsidiaries.
Speaking on the deal, IWL chief executive officer, Otto Buttula, says the alliance with Stockford reinforces VisiPlan as a national leader in financial advisory software.
“This contract confirms that IWL’s strategy of continually enhancing and refining VisiPlan while simultaneously developing the next generation of integrated web-based solutions is a winning formula,” he says.
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