Rubik completes purchase of Provisio

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Rubik Financial Limited, the ASX-listed provider of financial technology and software to over 200 financial sector clients, today announced the completion of its purchase of Provisio Technologies Pty Ltd (Provisio). The acquisition of Provisio, which is a market leader in the provision of scaled and online wealth advice software in the superannuation fund market, marks […]

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XPLANtouch app launched

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IRESS is pleased to announce the launch of the XPLANtouch app for advisers. It follows on from the successful launch of a similar app for clients in late 2012. Andrew Walsh, Managing Director of IRESS, said that XPLANtouch takes an important step in meeting adviser demands. “Support for tablets is a key strategic initiative of […]

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AMP’s FAN launches first of its kind iPad app for advisers

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AMP’s Financial Advice Network (FAN) has launched Evolve, an iPad app featuring advice tools that are fully integrated with advisers’ back-office systems, offering advisers and clients flexibility and efficiency.  AMP FAN’s Director of Advice and Licensing Simon Wallace said this mobile technology is the first of its kind in the Australian financial services industry and […]

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Key findings: 2012 Investment Trends Planning Software Benchmark Report

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IRESS has developed XPLAN into a world class financial planning application that is now exported to several countries. Rated the leading Australian financial planning application in 2012, IRESS has extended its functionality lead over Coin and AdviserNETgain with a vigorous development program though out 2012. \ Apart from FOFA, development has been directed at making […]

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XPLAN leads planning software market in number of adviser relationships

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IRESS continued to be the market leader with its XPLAN and VisiPlan planning software, with 37% of Australian planners using XPLAN and 5% using VisiPlan as their main planning software, according to a new report from leading wealth researcher Investment Trends released in May. When its legacy software (VisiPlan and ProPlanner) and white label relationships […]

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Australia Post and AMP sign Digital MailBox MoU

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AMP, one of Australia’s leading financial institutions, is working with Australia Post to create opportunities to more deeply engage with its customers and shareholders through the Australia Post Digital MailBox which will be available free to every Australian by the end of the year. The memorandum of understanding with AMP follows a similar signing with […]

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XPLAN announced as Australia’s leading advice technology again

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IRESS’ XPLAN continues to lead its competitors on overall planning functionality, according to the latest report from industry researcher Investment Trends. The 2011 version of the Investment Trends Planning Software Report is an in-depth analysis of fully featured planning applications most frequently used by Australian financial advisers. In Investment Trend’s December 2011 benchmarking tests, XPLAN […]

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Technology for the adviser toolkit

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A number of technology business tools now available to advisers are helping to streamline the process of delivering financial advice, according to Synchron Chair Michael Harrison. Speaking at the Association of Financial Advisers (AFA) road show in Sydney last week, Mr Harrison said that any investment in technology must either improve the efficiency of the […]

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The power of video underestimated by financial advisers

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Australian financial advisers should embrace the power of video and not procrastinate in making it a core component of their overall marketing strategy said Mr Claudio O. Pannunzio, President and founder of US based communications consultancy i-Impact Group. The provision of financial planning services is a very personal business in which an adviser’s role often […]

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Enhancing client engagement through apps

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Technology plays an ever increasing role in financial advisers’ service delivery. The ‘i’ age has brought with it tools to help advisers engage with clients. Devices such as iPads and SmartPhones are crossing the generational divide with clients more mobile and requiring a more tech-sophisticated service that goes beyond online scheduling tools for setting up […]

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