FE fundinfo’s investment research and portfolio construction tool, FE Analytics, has been integrated into Xplan....
The new technology integrations will improve the back-end operations across its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms. ...
IRESS, the financial services software provider, has acquired UK-based O&M Systems, which provides pension and investment data comparison tools to financial advisers. ...
Iress will release the first of several planned updates to thousands of users from Friday August 2, to make Xplan simpler to use....
New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....
Practifi has announced its integration with XPLAN in a bid to help advisers manager compliance and efficiency issues. ...
New comprehensive advice solution, CCUBE Integrated Wealth, has launched as an alternative to adviser-favourite, XPLAN. ...
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...
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...
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...
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 point accreditation....
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....
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...