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Head of Account Management
Tips and advice from the experts at Iress for changing your practice management system smoothly and successfully.
Which of these common barriers are holding your business back?
Switching to a new system is a big decision for most businesses - even when you know it’s the right one to make. Charlie Nicholls, partner at CPN Investment Management, talks about moving from Adviser Office to Xplan and why they haven’t looked back.
Tips to help you shift your mindset and get ahead.
It's time to get data-savvy and automate more of what you do.
How to get an easier sale and better purchase price.
Still clinging to paper processes? It's time to stop says Sarah Atkinson.
Down-to-earth tips to help you scale up and accelerate into a new frontier.
How to be as sticky as Spotify, or as data-driven as Netflix.
To create real value, you need to do more of what makes you brilliant, and less of the stuff that slows you down. Financial advisers need to work from anywhere and don’t want the extra hassle of having to do admin like manual updates every day - who’s got time for that?
That’s why it’s time to upgrade to Xplan - the online financial advice software that helps you perform at your best every day.