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.

Wealth Management

Making advice truly paperless

Digital signatures - another step towards increased efficiency in the advice journey.

Wealth Management

Don't forget the humans

You have made the decision to implement a new advice platform such as XPLAN, but what about the humans? Nuala Clamp offers an expert guide on engaging the people in your business to ensure a successful adoption of the new technology.

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