Wealth Management

Does your advice technology fit your business?

In the age of mass personalisation, one-size no longer fits all.

Wealth Management

Advisers need to sing the right tune to be heard

A client base of informed people will make your role as an adviser easier.

Wealth Management

How to master the digital client experience

By 2020 customer experience will overtake price and product as a key brand differentiator.

Wealth Management

Keeping up with the digital generations

How to win and retain clients in a digital age where loyalty is getting harder to achieve.

Wealth Management

An adviser's guide to lifestyle planning

How to make lifestyle planning a successful and profitable part of your advice proposition.

Wealth Management

Why your digital strategy should have clients at its heart

What every wealth and investment firm needs to put at the centre of its strategy.

Wealth Management

Three signs you’re a digital magpie

With the pressure to be ‘digital’, is your approach strategic, or just tactical?

Wealth Management

10 reasons integrated tech gives advisers the edge

They’re calm, super-efficient, resilient, and rumour has it, they’re happier too. Here's why...

Wealth Management

Have you got the consolidation factor?

The 6 'must have' factors potential acquirers look for when assessing an advice firm.

Wealth Management

Thinking greater than Gretzky

Anticipating where the puck is going is essential in today's service driven world.

Wealth Management

10 years running #1 Investment Trends

This year XPLAN was named Australia’s number one financial planning software by research house Investment Trends. It’s the tenth consecutive year IRESS has won this award.

Wealth Management

Virtual meetings any time

Pause and reflect on how much of our work life is now online - new virtual tools in XPLAN.

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