Who owns xplan?

Who owns xplan?

Andrew Walsh. Andrew is one of the founders of Xplan and has been CEO since 2009, having previously been Iress’ head of wealth management. In 2018, Andrew was named as a finalist in the EY Entrepreneur of the Year Awards.

Is xplan a CRM?

Financial advisers aren’t particularly happy with their Client Relationship Management (CRM) providers such as XPLAN, providing an opportunity for incumbent providers to lift their game as well as an opportunity for new entrants, according to new white paper released by Netwealth.

What is xplan system?

Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. It helps to reduce administration, maximise business opportunities and deliver high impact financial advice.

How do I log into xplan?

How to sign in:

1. Click Sign In at the top of any page.
2. Enter your username and password that has been provided as part of the Community sign up. This does not necessarily match your Xplan login.
3. Click Sign In.

Who are iress competitors?

iress.com’s top 5 competitors in March 2022 are: moneymanagement.com.au, opentrader.com.au, professionalplanner.com.au, amscot.com.au, and more.

Is iress an Australian company?

Iress is a technology company providing software to the financial services industry in Asia-Pacific, North America, Africa and UK & Europe….Iress.

What is adviser office?

Adviser Office is a CRM and back office system used by thousands of financial advisers across the UK to effectively manage their core business functions in one central place.

What is iress trader?

Iress Trader is a web-based online trading platform that dynamically streams market data across multiple product types and exchanges. By combining access to full market depth, an enhanced in-house charting system with live news flows, Iress Trader provides everything you need to maintain your edge in the market.

What is iress viewpoint?

IRESS Viewpoint is a web-based application powered by the IRESS platform which is a provider of stockmarket data. IRESS Viewpoint gives you access to real time live and dynamic pricing updates for: ASX Equities. Interest rate securities. Warrants.

Who uses iress?

Established in 1993 in Australia, Iress provides software that helps the financial services industry perform better and deliver more. Over 9,000 businesses and 500,000 people across the globe use its software, including banks, insurers, investment managers, brokers, and independent wealth advisors.

What does iress Ltd do?

IRESS markets software and information services for equity and derivative trading, and for wealth management service providers. The company offers the following solutions: Institutional Broking – Gain access to real-time global market data, trading and connectivity on one platform for institutional brokers.

How much does IRESS pro cost?

Platform Fees