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Home>Tag: Xplan

Xplan

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Profiles

Advice is a lonely business, but I love it: Infocus CEO Darren Steinhardt

Tahn SharpeOctober 7, 2021
Industry

IRESS ends buyout talks with EQT

Tahn SharpeSeptember 17, 2021
Technology

Andrew Walsh and IRESS’ big plans beyond Xplan

Tahn SharpeAugust 19, 2021
Technology

Advisers caught in fintech ‘crossfire’

Tahn SharpeSeptember 7, 2020
Technology

Self-built CRMs put providers on notice

Tahn SharpeNovember 13, 2019
Technology
1

87pc say robo-advice has been a fizzer

Tahn SharpeSeptember 13, 2019
Technology

Advisers say CRMs are getting better

Tahn SharpeJuly 4, 2019
Royal Commission

‘Opex exemption’ loophole could remain open

Matthew SmithFebruary 12, 2019
Technology

Xplan responds to calls for simpler API tech

Tahn SharpeJanuary 9, 2019
Industry

Best tech, it’s no distraction

Professional PlannerOctober 10, 2017
Compliance

Even the best financial planning ‘marriages’ keep some things separate

Glenn FreemanJuly 5, 2015
Industry

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

Glenn FreemanJune 30, 2015
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Media

Podcast

Managed Accounts Decoded: The rise, risks and regulation

Podcast

Iran, Trump and geopolitical risk in the AI age

Podcast

The value of keeping an adviser voice in policy conversations

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