A corporate action is any event that brings material change to a company. In the case of a share split, merger, warrant or hybrid maturity (where a note then converts to either cash or shares) corporate actions can be automated and template in XPLAN.
Further information on Corporate Actions here
We are investigating the issues below as a matter of priority and will advise when they have been resolved
Further information on Current Known Issues here
Debt Qualifier provides a single point solution for loans and risk management for existing and new clients. Brokers and financial planners can choose to produce quick estimates that meet basic client requirements, or a precise list of suitable mortgage products based on detailed client information and loan requirements.
Further information on Debt Qualifier here
<Description>
Further information on Engage here
Portfolio's is used to manage client investments, providing an audit trail for investment transactions. Portfolios can contain a variety of investment security types that can be added, modified and/or removed. Accurate data entry of client investment information will result in effective financial modelling and reporting. Investment transactions can be entered and updated manually or by datafeeds.
Further information on IRESS Portfolio Solutions (IPS) here
The purpose of this guide is to provide an overview of Risk Researcher and the navigation of Risk Researcher.
Risk Researcher is a comprehensive insurance quotation system that gives you everything you need to give your clients the best risk advice.
Further information on Risk Researcher here
XPLAN’s WealthSolver brings together all the information you need to deliver timely, compliant advice. It gives you the power to search, compare, analyse and provide recommendations based on your client’s specific needs with rich visual tools.
WealthSolver is an investment planning advice and comparison tool designed to provide you with an efficient process in which to construct and implement analysis advice of superannuation, pension and investment products.
Further information on WealthSolver here
XTOOLS gives you powerful calculation tools to help you give your clients the information they need. It does away with the complexity of different calculation systems keeping you consistent and effective – always meeting your clients’ expectations. IRESS ensures you always have current legislative and rate updates, so you know your calculations are always accurate and compliant.
Further information on XTOOLS here
XTOOLS+ offers broad functionality that enables more accurate scenarios and projections. Your business will have one central suite of tools to help your clients quickly gauge their past, present and future financial situation.
Further information on XTOOLS+ here