XPLANinfo

The amazing journey of a financial planning solution through a fintech wonderland.

[XPLANinfo @XPLANinfo]

Check out #Opportunities at #IRESSLabs via @IRESSInsights

[Michael Kinens @MichaelKinens]

Morning meeting with @myprosperity & @eeemmmiii required a change of attire! thanks for your time @Chris_Ridd Looking forward to discussing more with the adviser community on @IRESSInsights #OfficialSocks #IRESSLabs #FinTech

[XPLANinfo @XPLANinfo]

What else would the modern adviser want from their 'model office'? #clientexperience via #fintech with inbuilt #compliance https://t.co/giVBacQFE8

[kiwionthemove @icdunbar]

Could not agree more @iressUK that is why @SuiteBoxVideo combines human with digital. And seamlessly integrates with @XPLANinfo https://t.co/I6XZpNJWBH

[XPLANinfo @XPLANinfo]

Never undervalue the benefits that an ongoing commitment and focus to #FinServ industry delivers... #fintech via @iress @IRESSInsights https://t.co/E7SiPNZhmg

[IFA Magazine @IFA_AU]

.@cashwerkz announces @XPLANinfo integration https://t.co/7wJWblgoz7

[XPLANinfo @XPLANinfo]

@icdunbar @iressUK @SuiteBoxVideo Tread carefully!!

[kiwionthemove @icdunbar]

Check out @SuiteBoxVideo as a crucial compliance record keeping tool and fully integrated with @iressUK @XPLANinfo https://t.co/2fICG8dbds

[Emily Chen @eeemmmiii]

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 https://t.co/OOTZrbYVQ7

[XPLANinfo @XPLANinfo]

So glad you enjoyed them! @ovationbristol #seasonsgreetings

[Andrew Walsh @andrewlwalsh]

IRESS Team declared winner of Susan Grice award for team fundraising on 2016 #f2wheelclassic. Well done riders and supporters! @iress

[Future2 Foundation @Future2Foundn]

No big deal, just a local kangaroo giving us directions #FPACongress #yesterday #F2WheelClassic

[Michael Kinens @MichaelKinens]

"Cloud is not cloud" via @evans_grahame at #AISummitAU - consider also a service 4 clients ('cause who holds all a clients important docs?)

[Michael Kinens @MichaelKinens]

@vquinn introduces #GlennBoyes playing the role of 'Mark Wootton' at #AISummitAU @iress

[Michael Kinens @MichaelKinens]

@recep3 explains adviser demand for #XPLAN #platform integration - you up for it @mattheine ? @netwealthInvest

[XPLANinfo @XPLANinfo]

You've given up on your needlecraft lessons? @eeemmmiii

[Michael Kinens @MichaelKinens]

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

[Michael Kinens @MichaelKinens]

Has integration 'fallen by the wayside' or have recent events elevated the need? @fin_observer @XPLANinfo #fintech @recep3

[Michael Kinens @MichaelKinens]

too kind! @Doodlervs has done an except. job @mickjackback @SocialAdviser Put to good use. #Chat #Avatar @XPLANinfo

[Emily Chen @eeemmmiii]

Self-directed financial advice software next step for @iress @XPLANinfo. #fintech #finserv https://t.co/SWNVQzs6YH via @fin_observer

[Financial Observer @fin_observer]

Innergi to energise IRESS content offering https://t.co/4XmUxlyWy3 @iress @XPLANinfo @Innergi_Robert #ausbiz #financialplanning #advice

[Financial Observer @fin_observer]

netwealth enhances adviser software offering https://t.co/yvjCMPFEzO @netwealthInvest @XPLANinfo #ausbiz #financialplanning #advice #fintech

[XPLANinfo @XPLANinfo]

#RiskResearcher Rollover Rebate functionality live in 2.14+ (In case you missed it - #fsclife #Towbridge & #LIAWG have dominated past...