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XPLAN
People & Products
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...
Tech
Suitebox has integrated with XPLAN to help increase client engagement through video capability....
Tech
XPLAN has expanded its training program to help advisers get the most out of the software and has included CPD point accreditation....
Financial planning
IRESS has extended its XPLAN Financial Knowledge Centre offering to increase transparency around fee disclosure statements....
Tech
Ignition Wealth’s XPLAN consultancy team will now offer the Ignition Priority Assist Service to improve service efficiency....
Superannuation
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
Financial planning software firm, XPLAN, has introduced first-to-market changes to MLC’s online application process, Riskfirst....
Financial planning
The latest data from Investment Trends confirms the push for adviser efficiency is driving planning technology development....
Financial planning
Charter Hall Group is rolling out automatic data feeds to its financial advisers for exporting client and transaction information through XPLAN....
Financial planning
XPLAN customisation specialist sees ready market in self-licensed planning sector....
News
Financial planning software provider IRESS has announced positive half year results despite external challenges, as the company increasingly looks to expand its regional ...
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MARKET INSIGHTS
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...