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Wednesday, July 16, 2014

XPLAN Continues to Lead Advice Software Landscape

IRESS’ advice and wealth management platform XPLAN continues to lead the advice software market according to the latest report from industry research house Investment Trends. The 2014 Planner Technology Report, now in its eleventh year, provides an analysis of the investment platform and planning software markets within Australia.

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Wednesday, July 10, 2013

Professional Investment Services Implements XPLAN as Whole of Network Advice Platform

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.

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Wednesday, July 03, 2013

IRESS Delivers Australia's Preferred Solution for FOFA Fee Disclosure

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.

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Tuesday, March 26, 2013

IRESS Releases XPLANtouch for Advisers App

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.

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Monday, February 04, 2013

XPLAN Named Australia's Leading Functional Advice Platform

IRESS’ wealth and advice platform XPLAN has increased its functionality lead over competitors according to a new report from independent research house Investment Trends. The 2012 Financial Planning Software Report by Investment Trends is an in-depth analysis of the eight fully featured planning applications most frequently used by Australian financial advisers.

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Tuesday, December 11, 2012

IRESS Launches XPLANtouch

IRESS has released XPLANtouch - an app that allows financial planning clients, via their advisers, to access personal and financial data from the convenience of tablets.

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