visiplan

Investment Strategy

IRESS spreads its wings with southern office

IRESS will open an office in Adelaide later this month, with the appointment of former Victorian-based account executive, Brett Edwards leading the South Australian charge.

Staff WriterSeptember 18, 2007

Investment Strategy

IRESS spreads its wings with southern office

IRESS will open an office in Adelaide later this month, with the appointment of former Victorian-based account executive, Brett Edwards leading the South Australian charge.

Staff WriterSeptember 18, 2007

Investment Strategy

Visi sale cleared by ACCC

After a 39-day investigation the Australian Competition and Consumer Commission (ACCC) has cleared the $48 million sale of IWL’s financial planning software business, Visiplan, to rival firm IRESS.

Staff WriterJune 13, 2007

Investment Strategy

Visi sale cleared by ACCC

After a 39-day investigation the Australian Competition and Consumer Commission (ACCC) has cleared the $48 million sale of IWL’s financial planning software business, Visiplan, to rival firm IRESS.

Staff WriterJune 13, 2007

Investment Strategy

Visiplan/Xplan integration to be slow

IRESS will be “led by the clients” following its purchase of IWL’s financial planning software business Visiplan, according to Andrew Walsh, Xplan managing director.

Staff WriterApril 11, 2007

Investment Strategy

Visiplan/Xplan integration to be slow

IRESS will be “led by the clients” following its purchase of IWL’s financial planning software business Visiplan, according to Andrew Walsh, Xplan managing director.

Staff WriterApril 11, 2007

Investment Strategy

Coin set to replace Moneywise on AMP planner desktops

AMP Financial Planning (AMPFP) is understood to be close to signing up the Macquarie-owned Coin software system for the 1,300 plus advisers in its network.

Staff WriterMarch 20, 2007

Investment Strategy

Coin set to replace Moneywise on AMP planner desktops

AMP Financial Planning (AMPFP) is understood to be close to signing up the Macquarie-owned Coin software system for the 1,300 plus advisers in its network.

Staff WriterMarch 20, 2007

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