Key findings of the Investment Trends 2014 Planner Risk Report

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In its eighth year, the June 2014 Planner Risk Report is an in-depth study of Australian financial planners’ usage of insurance. The study is based on a survey of 885

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Key findings of the 2013 Investment Trends Planning and Advice Applications Report

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XPLAN is the top rated Australian planning application for 2013 and AdviserNETgain is the top rated Hybrid planning/platform application. FOFA development has been completed and software vendors are now focusing

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Professional investment services successfully implements xplan

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Professional Investment Services and IRESS have successfully implemented XPLAN as a white-label Future of Financial Advice (FOFA) compliant solution for the Professional Investment Services network. The Professional Investment Services –

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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

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IRESS delivers Australia’s preferred solution for FoFA fee disclosure

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Advice businesses representing more than 8,000 advisers have embraced IRESS’ XPLAN-­‐CommPay solution to meet Fee Disclosure Statement (FDS) obligations imposed by the Future of Financial Advice (FoFA) reforms. Amongst these

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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

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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

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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,

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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

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IRESS appointed Count’s strategic software partner

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Following an extensive review of potential software solutions, Count Financial Limited (Count) has selected IRESS Market Technology Limited (IRESS) as its strategic software partner. IRESS’ wealth management platform XPLAN will

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