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New benefits for advisers using XPLAN’s Financial Knowledge Centre have been added in the latest version of XPLAN, including the ability to initiate distribution of content directly from XPLAN and an audit trail for fee disclosure statements.13th September 2017
IRESS’ Acurity has expanded superannuation funds’ ability to provide members with a comprehensive and personalised online superannuation experience, improving self-service and efficiency for members, and providing scale and reduced cost for funds.23rd August 2017
IRESS today announced that ASX-listed wealth management, financial advice and insurance group, ClearView, has selected XPLAN Prime as its objectives-based, scaled-advice solution.14th August 2017
Our CEO is through to the national stages in the EY Entrepreneur of the Year awards.11th August 2017