Tuesday, September 06, 2011
IRESS is pleased to announce that AXA’s aligned dealer groups, representing over 1,000 users in Australia and New Zealand, are migrating from VisiPlan to the IRESS wealth management platform, XPLAN.
Today, over 25% of practices have migrated to XPLAN as a result of a successful pilot program. XPLAN is Australia and New Zealand’s leading software solution, providing a comprehensive wealth management and advice platform.
Tizzy Vigilante, IRESS General Manager, Wealth Management Australia, says AXA’s decision to move from VisiPlan’s desktop technology to the web-based XPLAN wealth solution was driven by AXA’s desire to provide the best possible technology framework to deploy advice and practice management services to its adviser businesses.
“XPLAN is a comprehensive, flexible practice management solution, which we believe delivers the depth and breadth AXA advisers are looking for,” Ms Vigilante said. “XPLAN offers the kind of integrated solution and compliance and reporting functionality that a desktop solution simply doesn’t provide.”
XPLAN is about improving adviser productivity. “Our continued focus is on making it as easy as possible for advisers to get what they need from technology,” she said. “Our approach is to think about technology from an end-user point of view and deliver functionality with a leading design and user-experience. It is a philosophy that puts us at the forefront of technology in financial services.”
Andrew Walsh, IRESS Managing Director, said IRESS has a long-standing relationship with AXA as a technology partner. “We see the migration to XPLAN as a natural progression based on AXA’s needs and opportunities and on our ability to deliver solutions that fulfil the needs of AXA advisers,” he said. “We are pleased to extend our partnership with AXA to XPLAN and look forward to servicing the needs of the group with our leading product range.”
About AXA
In March 2011, AMP merged with AXA Australia and New Zealand. With over $44 billion funds under management and more than 1,600 financial advisers, AXA is a leading provider of wealth management and financial protection products.