IRESS - Wealth News

Tuesday, December 13, 2011

How My Whiteboard Became An iPhone App

Michael Kinens describes how, by using one of the many Apps available for the iPhone, advisers can automatically file notes against clients and initiate a number of follow-on activities directly in XPLAN.

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Tuesday, December 13, 2011

Protect Your Password

Important features available in XPLAN ensure best practice in password administration.

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Tuesday, December 13, 2011

XPLAN Service Management and Opt-in

From scalable opt-in solutions to monitoring at-risk clients and client service management reporting, XPLAN allows you to easily set-up, monitor and report on your ongoing client service proposition.

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Tuesday, December 13, 2011

XPLAN is FoFA Ready

Read on to discover how XPLAN is preparing for the Future of Financial Advice legislation.

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Tuesday, December 13, 2011

CommPay Update

CommPay 7.3 includes new customised search functionality, supports multi-dealer environments and allows scheduled statement imports.

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Tuesday, December 13, 2011

Risk Researcher Update

Recent enhancements to Risk Researcher has further extended its premium modeling functionality to support 'True’ Premium Indexation Projections, scenario-based product scores and claim management ratings for advisers.

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Media Centre

Wealth news

How My Whiteboard Became An iPhone App

Protect Your Password

XPLAN Service Management and Opt-in

XPLAN is FoFA Ready

CommPay Update

Risk Researcher Update