XPLAN

Tech

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

image
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....

image
Policy & Regulation

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

image
Financial planning

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

image
Financial planning

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

image
Financial planning

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

image
News

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

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Simon J

What do you think the motivation is behind this broadly worded legislation Peter? Is it to make it harder for retail ...

18 hours ago
PETER JOHNSTON- AIOFP

The FSC should have thought about this when they cooperated with O'Dywer/Frydenberg/Hume/FPA/AFA 10 years ago when this...

20 hours ago
Simon J

Sick of it. Canberra is a joke....

21 hours ago

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

10 months 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 3 weeks ago

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

10 months ago