Technology

AXA Advisors Make Platform Shift Across Australia, New Zealand

Wendy Spires Group Deputy Editor London 7 September 2011

AXA Advisors Make Platform Shift Across Australia, New Zealand

AXA's aligned dealer groups, which amount to some 1,000 users across Australian and New Zealand, are moving across from using VisiPlan to XPLAN.

XPLAN is the web-based wealth management platform provided by Melbourne-headquartered financial services technology firm IRESS, while VisiPlan’s is desktop based.

After a successful pilot programme over 25 per cent of advisory practices have migrated to XPLAN, AXA said in a statement.

The move to XPLAN is intended to up advisor productivity, and is regarded by the firms as a natural progression of their long-standing relationship.

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