XPLAN

People & Products

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

Tech

Suitebox integrates with XPLAN

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

Tech

XPLAN rolls out CPD point accreditation

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

Financial planning

New XPLAN offerings launched

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

Tech

Ignition Wealth launches new XLPAN solution offering

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

Superannuation

IRESS launches online super solution portal

Financial software firm, IRESS has joined its software, XPLAN, with the Financial Synergy platform Acurity to launch a new advice solution for super funds....

Policy & Regulation

XPLAN and MLC introduce new tech for advisers

Financial planning software firm, XPLAN, has introduced first-to-market changes to MLC’s online application process, Riskfirst....

Financial planning

Adviser efficiency driving technology

The latest data from Investment Trends confirms the push for adviser efficiency is driving planning technology development....

Financial planning

Charter Hall Group announces XPLAN integration

Charter Hall Group is rolling out automatic data feeds to its financial advisers for exporting client and transaction information through XPLAN....

Financial planning

Self-licensed planners targeted

XPLAN customisation specialist sees ready market in self-licensed planning sector....

News

IRESS notches up 38 per cent rise in profits

Financial planning software provider IRESS has announced positive half year results despite external challenges, as the company increasingly looks to expand its regional ...