tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Friday, December 6th, 9:36AM

Insurance

rss
Latest Headlines

TNP signs up with X-Plan

The National Partnership (TNP) has signed an agreement with X-Plan to help its members manage financial adviser compliance in the newly regulated world that's coming.    

Wednesday, April 14th 2010, 3:13PM 2 Comments

by Jenha White

TNP director of operations Jamie Coltman says X-Plan provides robustness with risk planning, investment and mortgage broking perspectives all included, providing one solution for all its members.

The software comprises a number of 'modules' delivered online via a flexible contact and customer relationship management foundation. These modules include risk research and pricing tools, investment management and research, and comprehensive financial planning tools.

Coltman says as New Zealand moves into a higher compliance environment over coming months, advisers need to ensure that their practices have the tools and processes to manage the compliance process, while continuing to maintain and grow business.

"In our view, X-Plan is probably the best software available for this purpose.

"Advisers can use X-Plan stand-alone or they can use our centralised processing hub which provides back office services for advisers anywhere in New Zealand and which also works seamlessly with X-Plan."

Coltman says TNP X-Plan will be impartial as to provider and TNP is building enhancements from standard templates to meet market demands and legislation.

"We are working with providers from fund management to risk and mortgage suppliers to build the necessary templates."

He says TNP X-Plan will be analysed by a pilot user group from May and it will be launched for TNP members on 1 June.

 

Jenha is a TPL staff reporter. jenha@tarawera.co.nz

« Dorchester launches SimpleLifeNAB won't take no for an answer »

Special Offers

Comments from our readers

On 15 April 2010 at 1:32 pm ANdrew Smith said:
Now thats a surprise. TNP following what Newpark has already done. Has that ever happened before?
On 19 April 2010 at 10:00 am Andrew Logan said:
The configurable and highly customizable nature of the Xplan Software enables Boutique Practices and large Dealer Groups to effectively design their own system, using their own Fact Finds, Statements of Advice, Workflows and compliance procedures. The statement that any One Xplan client is following another is therefore quite innacurate as the offerings will be quite different. We look forward to continuing our work with Newpark, TNP and most of the leading NZ advisory groups to deliver best of breed solutions for their advisors.

Andrew Logan
NZ Manager
IRESS Wealth Management Solutions
Commenting is closed

 

print

Printable version  

print

Email to a friend
Insurance Briefs

Apex Advice buys life business
Auckland-based Apex Advice has acquired a well-established insurance advice business.

Chubb's latest champion
Young maths prodigy takes out actuarial award.

New book: Unlocking group insurance
Christchurch adviser Corey Williams has released a new book helping advisers and employers put group insurance schemes in place.

Insurer gets warning from RBNZ
Geneva Finance's insurance subsidiary Quest Insurance been given a warning from the prudential regulator.

News Bites
Latest Comments
  • Partners kills its matrix
    “@Backstage, thanks. I agree there is no relationship to CoFI, though, from a service perspective, I have two other providers...”
    2 days ago by JPHale
  • Partners kills its matrix
    “Partners Life has decided to stop using its COM for advisers as it believes the system may breach the CoFI regulations which...”
    3 days ago by Amused
  • Partners kills its matrix
    “Insurance companies should stick to their lane. They are not advisers and even those that employ advisers should not be crossing...”
    3 days ago by Tash
  • [GRTV] The nitty gritty of Smart’s ETFs
    “Advisors should consider all gateways into investment markets including cheaply priced ETFs to provide access to low priced...”
    3 days ago by Pragmatic
  • DRS member or not - client care remains advisers’ responsibility
    “FAPs are members of DRS too. Substitute “adviser” for “FAP” and the story is actually a lot more accurate. If...”
    4 days ago by Aggressively_passive
Subscribe Now

Cover Notes - Specific news aimed at risk advisers

Previous News
Most Commented On
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox  |  Disclaimer
 
Site by Web Developer and eyelovedesign.com
x