Coin

Technology

A new kid on the block takes the planning software fight to XPLAN, Coin

New home-grown financial planning software provider Adviser Intelligence claims it can help planners become up to four times more efficient – just as ASIC begins policing compliance with the controversial opt-in provisions. It launches the first of its three major modules next week, starting with the Future of Financial Advice (FoFA) module. This will be […]
Technology

Planning software a key way to boost advisers’ client facing time

Next to client service, compliance is a leading priority for financial planning firms. Planning software is one way planners seek to improve compliance efficiencies and minimise risk to their clients and business. A new report has found financial planning software heavyweights Iress’ XPLAN, Rubik Coin and AdviserNETgain are still the top three providers of this […]
Compliance

Should financial adviser compliance ranking be proactive not reactive?

Financial planner compliance ranking needs to be predictive rather than retrospective, according to the head of financial advice and accountancy dealer group GPS Wealth. Grahame Evans, director of GPS Wealth, compares compliance ranking to the role of insurance underwriting, in that it should indicate areas where risk could arise. One of his key criticisms of […]
Industry

Mortgage Choice boasts high conversion rates

Industry newcomer Mortgage Choice Financial Planning boasts one of the highest conversion rates in the industry with over 50 per cent of referred home loan customers becoming advice clients, according to the group’s general manager, Tania Milnes. Listed mortgage broker Mortgage Choice established Mortgage Choice Financial Planning in October 2012 as part of a strategy […]