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Home>Tag: Xplan

Xplan

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Industry Updates

iFactFind and Voyant integrate services

Industry UpdatesSeptember 20, 2023
On Practice

Practices want new clients but at the expense of less profitable ones

Chris DastoorApril 27, 2023
Industry

‘It makes us Switzerland’: Iress divests platform business to remain neutral

Chris DastoorApril 20, 2023
Technology

‘Calling time on that one’: Iress to review international business

Chris DastoorFebruary 20, 2023
Industry Updates

More orgs added to Iress connectivity network

Industry UpdatesFebruary 15, 2023
Industry Updates

Lumiant integrates with Xplan

Industry UpdatesJanuary 17, 2023
Technology

Answering adviser prayers, Iress moves to improve Xplan integration

Chris DastoorNovember 23, 2022
Licensees

Hejaz launches Islamic dealer group

Chris DastoorOctober 4, 2022
Technology

Iress advice revenue boosted by ‘modest’ price increase

Chris DastoorAugust 18, 2022
Industry

Iress’ Walsh to retire; successor named

Chris DastoorJuly 25, 2022
Technology

Clients have ‘liquid expectations’, advice tech must follow

Tahn SharpeMay 9, 2022
Industry

Industry primed for growth, but models will change

Tahn SharpeNovember 30, 2021
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Media

Podcast

Iran, Trump and geopolitical risk in the AI age

Podcast

The value of keeping an adviser voice in policy conversations

Podcast

Why a ‘core and satellite’ approach can be a game changer

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