Planners’ satisfaction with platforms reach a ten year high

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Satisfaction with platforms reached the highest level recorded in the ten years of this study’s history, surpassing the high that was achieved in 2012, according to a new report released last week from leading wealth researcher Investment Trends. In its tenth year, the May 2013 Planner Technology Report is an in-depth study of Australian financial […]

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Investment Trends 2013 Planner Technology Report

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Key findings of the Investment Trends 2013 Planner Technology Report: XPLAN continues to lead the planning software market with the largest number of adviser relationships Midwinter has the highest satisfaction amongst its users IRESS leads planning software market in number of adviser relationships IRESS’ XPLAN increased its lead in the software space following the migration […]

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Rubik launches iPad app for COIN

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Rubik Financial Limited, the ASX-listed global provider of financial technology and software, today announced the launch of its iPad app, COIN Rapid, which allows financial planners to access client details and portfolio information on-the-road directly from COIN Software. Rubik Managing Director Wealth, Wayne Wilson, said COIN Rapid had been developed in response to market demand. […]

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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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