XPLANinfo
221 posts

XPLANinfo
@XPLANinfo
The amazing journey of a financial planning solution through a fintech wonderland.
Katılım Nisan 2009
3 Takip Edilen421 Takipçiler

What else would the modern adviser want from their 'model office'? #clientexperience via #fintech with inbuilt #compliance twitter.com/icdunbar/statu…
kiwionthemove@icdunbar
Could not agree more @iressUK that is why @SuiteBoxVideo combines human with digital. And seamlessly integrates with @XPLANinfo twitter.com/iressuk/status…
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Never undervalue the benefits that an ongoing commitment and focus to #FinServ industry delivers... #fintech via @iress @IRESSInsights twitter.com/ifa_au/status/…
IFA Magazine@IFA_AU
.@cashwerkz announces @XPLANinfo integration ow.ly/jt7q30iSWd8
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Check out @SuiteBoxVideo as a crucial compliance record keeping tool and fully integrated with @iressUK @XPLANinfo twitter.com/iressuk/status…
Sydney, New South Wales 🇦🇺 English
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Do you manage a sales pipeline? XPLAN Labs is just around the corner and the first cab off the rank (or at least one of the first) will be the 'Opportunities' experiment.
Labs: Opportunities Management | @IRESS Insights Community insights.iressconnect.com/community/expl…

Sydney, New South Wales 🇦🇺 English
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IRESS Team declared winner of Susan Grice award for team fundraising on 2016 #f2wheelclassic. Well done riders and supporters! @iress

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"Cloud is not cloud" via @evans_grahame at #AISummitAU - consider also a service 4 clients ('cause who holds all a clients important docs?)
Melbourne, Victoria 🇦🇺 English
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@recep3 explains adviser demand for #XPLAN #platform integration - you up for it @mattheine ? @netwealthInvest

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#XPLAN delivers both visual and detailed data in #Dashboards #wemakeithappen @andrew_j_brooks @XPLANinfo @eeemmmiii

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Has integration 'fallen by the wayside' or have recent events elevated the need? @fin_observer @XPLANinfo #fintech @recep3
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too kind! @Doodlervs has done an except. job @mickjackback @SocialAdviser Put to good use. #Chat #Avatar @XPLANinfo

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Self-directed financial advice software next step for @iress @XPLANinfo. #fintech #finserv shar.es/1qgRlo via @fin_observer
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Innergi to energise IRESS content offering shar.es/12taeh @iress @XPLANinfo @Innergi_Robert #ausbiz #financialplanning #advice
Norsk
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netwealth enhances adviser software offering shar.es/1rh8gy @netwealthInvest @XPLANinfo #ausbiz #financialplanning #advice #fintech
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#RiskResearcher Rollover Rebate functionality live in 2.14+ (In case you missed it - #fsclife #Towbridge & #LIAWG have dominated past...
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