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 […]

Russell improves client communication

Russell Investments has partnered with software provider IRESS to improve communication of client data to financial advisers. Russell announced it had gone “live” with IRESS data feeds, meaning planners now have access to client data on their own desktop via Xplan and VisiPlan, and can access client details such as transactions, unit holdings and prices, […]