It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition.
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It's been a hard year for many people, so it feels even more important as we look at what has been achieved by our team in 2020 for the Iress Foundation.
Using our financial advice software Xplan, Sydney-based firm Birling Wealth Management have streamlined their operations and save around 10-15 hours in onboarding clients.
Guest contributor | 1 min read
Wingate Financial Planning tell us how Xplan helps them focus on the right things.
CPN Investment Management talks about making the leap from Adviser Office to Xplan and why they aren’t looking back.