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Latest Announcement

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Title: 2024 Q4 Xplan product roadmap webinar recording (APAC)

Early this year we unveiled our 2024 product roadmap, which is built around key pillars that guide our significant investment in Xplan’s capabilities. Having listened to what you, our valued clients, have told us you need and want from your technology, last quarter we rolled out a number of product updates to help you work more efficiently and effe...

jess.sayer | Whats New
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Upfront S3, Episode 8 - CX Appeal

Joining us on the new episode of Upfront is Amanda Stevens - one of Australia’s best female speakers on customer experience. It's a brilliant episode talking about the challenges of committing to customer experience amid efficiency drives and cost-cutting. Contains excellent advice, practical frameworks and inspiration for all types and sizes of fi...

tanya.robinson | Whats New
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Advisely CPD Webinar - Solving the $2.1bn advice capacity conundrum

Join us on Thursday, September 19th, at 12pm AEST for an exclusive CPD webinar hosted by Advisely. Hear from Iress, a Deloitte economist and adviser, as they unpack the capacity conundrum and the role of tech in helping advisers free up time to serve more clients.

rainier.reyes | Whats New