![]() 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 ![]() Platform Summaries: IressNet and Datafeeds Release Information: Mortgage Sales & OriginationsĪnnouncements: Mortgage Sales & OriginationsĪvailable Datafeeds: IressNet and Datafeeds These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.Help Guide: Mortgage Sales & Originations The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. Authorised and regulated by the Financial Conduct Authority. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Prudential Distribution Limited is registered in Scotland. "Prudential" is a trading name of Prudential Distribution Limited. Note: the first character will not be M or G. Investment or pension products originally sold through M&G (now Prudential) Note: any segmentation information should be removed.ġ23456T000-019 should have the 000-019 stripped out and only display the 123456T. Investment and pension products originally sold through Scottish Amicable Life PLC before October 1997 (now Prudential) For support, please contact your relevant software supplier. ![]() *Excludes valuations for Retirement AccountĪ number of software suppliers integrate with Prudential via the Origo Integration hub to obtain valuations for pensions and investment products. Plum Software - Praemium Contract Enquiry Pensions, investments & Retirement AccountĮnable - Creative Technologies Contract Enquiryĭynamic Planner - Distribution Technology Contract Enquiry Intelliflo Intelligent Office Contract Enquiry If you require support please contact your back office system provider. The services available depend on the system you use. We can integrate with a number of industry standard back office systems.
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