Iress’ Product Executive for Wealth, Emily Chen, said: “We’re pleased to be able to offer direct account integration between Xplan and Praemium as part of our ongoing focus on increasing connectivity to create a simpler and easier experience for advisers. We are delighted to have partnered with Iress to deliver this functionality to our clients and create a highly efficient end-to-end digital application process.” Praemium’s Chief Commercial Officer Mat Walker commented: “Praemium is continually looking for ways to improve our platform usability and to support our clients by improving business efficiency and reducing the administration burden. Logo usage for printing and digital For 2, 3, and 4 color. Same rules apply to each line of business. When using the knockout version of the logo, it is preferred that it be used on the Tufts Health Plan blue or gray background. The new integration adds to the already extensive list of data feeds Praemium offers to improve business efficiency and help advice firms create a single platform technology solution. Iress Logo PNG Vector (AI) Free Download Iress Logo PNG Vector Iress logo png vector and icon in PNG, AI formats. When none of the brand colors (including approved replacements) are available, the black and white logo must be used. This process is now further enhanced by removing the need for double entry of client information and reducing the time it takes for advisers to complete an SOA and complete an application form. With extensive training and user support available, Xplan is reliable and cost-effective software for your business.Praemium’s existing paperless application with digital acceptance allows advisers to invite their clients to accept an application form online, speeding up the application and on-boarding process significantly. Its comprehensive functionality means you can run your front, middle and back office on one single platform. Xplan is fully hosted, web-based software and ISO/ IEC 27001 security certified, ensuring your data is secure. neXt Plan is an update to X-Plan, which is. Manage your client’s portfolio, review strategies against objectives and truly bring clients and their financial life into the process with an online portal and secure two-way messaging.Īll of your client data and documentation is stored in one central system with full workflow management capability and comprehensive reporting for business management. X-Plane 12 logo png vector and icon in PNG, SVG formats. It will address land use, economic development, housing, mobility, utilities, public safety, and parks/recreation. Through to implementation and ongoing review- accessing powerful modelling tools and product information. ![]() Production recommendations, advice documentation ![]() Supporting all types of advice, from simple through to complex needs, Xplan allows you to manage the entire advice process from discovery, current position, goal-setting, analysis, strategy development, Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size-from the smallest IFA to the largest networks. Xplan helps reduce administrative overheads while maximising business opportunities and enabling you to deliver complete and compliant financial advice and service to your clients. And, most importantly, we intimately understand your needs, the challenges you face and what’s important to you. Iress has a deep knowledge of financial planning and the ever-changing advice landscape. The technology you rely on needs to deliver on all of the above, fit your advice model and business operations, and work for you, not against you. Operating an advice business is challenging and complex, as you balance the commercial need for efficiency and profitability, the requirements of regulation and risk management, and the delivery of quality service and outcomes for your clients. Release Information: IressNet and Datafeeds ![]() Cytrack software nourishes the customer communications experience for IRESS. Platform Summaries: IressNet and Datafeeds IRESS XPlan Supported Version: Web version. Available Datafeeds: IressNet and Datafeeds Just enter your email and the license that you were using for xPlan 3 or previous versions (If you already have a.
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