FINANCIAL PLANNING SOFTWARE
Financial planning
Upgrades to Asgard Wealth Solutions’ planning and practice management software will be rolled out to advisers in the last quarter of 2006, the company has announced....
Financial planning
AXA Australia has re-signed with IWL Limited for the supply of its financial planning software program VisiPlan over the next three years....
Financial planning
Members of corporate superannuation fund Westscheme will soon have direct access to a scaled-down version of CARM’s GPS financial planning software, recently badged by AM...
Financial planning
Coin Software was the top ranking financial planning software and IWL’s VisiPlan had the fastest rate of enhancement in 2005, according to an independent competitive repo...
Financial planning
The paper work burden for financial planners has just been lightened by the release of a new product that allows planners to process electronic applications for investmen...
Financial planning
Professional Investment Services has made a move into the software business, buying a 25 per cent stake in New Zealand-based Risk Management Solutions....
Editorial
Exceptional revenue growth and stabilising costs delivered a maiden profit for XPLAN Technology in the half year to June 30....
Financial planning
Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....
Financial planning
Financial planning software vendors may have differing views on whether web-based solutions will predominate in the short-term, but all providers have one thing in common...
Financial planning
The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...
Financial planning
The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...
Financial planning
Advisory software and research provider IWL tried to keep shareholders of stock broking firm JDV keen on a takeover bid yesterday by posting an extraordinary monthly earn...
Financial planning
Risk advisers can benefit from using research. But as Ross Kelly discovers, that’s not where the story ends....
Financial planning
Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...