XPLAN

Financial planning

FE fundinfo’s investment research and portfolio construction tool, FE Analytics, has been integrated into Xplan....

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People & Products

The new technology integrations will improve the back-end operations across its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms. ...

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People & Products

IRESS, the financial services software provider, has acquired UK-based O&M Systems, which provides pension and investment data comparison tools to financial advisers. ...

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People & Products

Iress will release the first of several planned updates to thousands of users from Friday August 2, to make Xplan simpler to use....

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Financial planning

New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....

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People & Products

Practifi has announced its integration with XPLAN in a bid to help advisers manager compliance and efficiency issues. ...

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Financial planning

New comprehensive advice solution, CCUBE Integrated Wealth, has launched as an alternative to adviser-favourite, XPLAN. ...

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People & Products

As planners show growing interest in wanting to pick and choose parts of different technology systems, IRESS has announced changes to better allow third party software to...

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Financial planning

Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single up-to-date view of wealth in the SMSF and non-supe...

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People & Products

IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...

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People & Products

IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...

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Tech

Suitebox has integrated with XPLAN to help increase client engagement through video capability....

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Tech

XPLAN has expanded its training program to help advisers get the most out of the software and has included CPD point accreditation....

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Financial planning

IRESS has extended its XPLAN Financial Knowledge Centre offering to increase transparency around fee disclosure statements....

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Tech

Ignition Wealth’s XPLAN consultancy team will now offer the Ignition Priority Assist Service to improve service efficiency....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago