Suitebox has integrated with XPLAN to help increase client engagement through video capability.
XPLAN has expanded its training program to help advisers get the most out of the software and has included CPD ...
IRESS has extended its XPLAN Financial Knowledge Centre offering to increase transparency around fee disclosure statements.
Ignition Wealth’s XPLAN consultancy team will now offer the Ignition Priority Assist Service to improve service efficiency.
Financial software firm, IRESS has joined its software, XPLAN, with the Financial Synergy platform Acurity to launch a new advice ...
Financial planning software firm, XPLAN, has introduced first-to-market changes to MLC’s online application process, Riskfirst.
The latest data from Investment Trends confirms the push for adviser efficiency is driving planning technology development.
Charter Hall Group is rolling out automatic data feeds to its financial advisers for exporting client and transaction information through ...
XPLAN customisation specialist sees ready market in self-licensed planning sector.
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
