XPLAN

Financial planning

Financial services software Iress and digital community platform Ensombl have partnered up to strengthen the technology skills of financial advisers and paraplanners thro...

Financial planning

Iress has signed a three-year extension of its agreement with Count, enabling the financial services firm to continue using advice software Xplan to support its growth am...

Financial planning

Focusing on providing a quality and effortless service to financial advisers is a priority for smaller software providers, rather than trying to compete with market leade...

Financial planning

Iress chief executive Marcus Price has admitted the firm has seen clients re-evaluate their usage of Xplan and detailed future changes, as advisers complain the technolog...

Financial planning

Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights ...

Financial planning

There is a “strong intent” by advice firms to increase their use of technology and integrate it into their business, according to Adviser Ratings....

People & Products

The software company has launched the Connectivity Network; an “efficiency-boosting” platform designed to streamline and optimise the advice execution process....

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Financial planning

Funds under administration in managed accounts have grown by 57% in the March quarter at BT to $10.9 billion, driven by an increased number of advisers using BT Panoroma ...

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Financial planning

In the move by firms to delegate away low-value tasks, technology is improving but still struggles to keep pace with all the various parts of financial advice....

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Funds management

In its half year results, the firm attributes the decline to advisers migrating to independent advice firms....

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Funds management

Following Iress’ acquisition of OneVue, advisers and fund managers will be able to have direct access to buy, sell, and report all managed funds on OneVue’s registry via ...

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Financial planning

The privately-owned adviser network has adopted data analytics software Lumen to help with compliance monitoring....

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Financial planning

Investment infrastructure as a service has been confirmed as the underlying strategy which drove Iress’ acquisition of OneVue....

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Features

There is no lack of competition between licensees to attract good financial planning businesses, but Mike Taylor writes, the days of the deep pockets of the big banks are...

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Financial planning

The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Bradley

Dear CEO and board, It's time to start some VERY HEAVY LOBBYING on behalf of advisers which could save your platform re...

14 hours 31 minutes ago
JOHN GILLIES

He is every thing ASIC said he was BUT How on earth did he expect to get away with it????? . these guy's who dip in...

16 hours 44 minutes ago
Chris Cornish

A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...

17 hours 50 minutes ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

1 week 1 day ago

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

2 weeks 2 days ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 3 days ago