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AXA Advisors Make Platform Shift Across Australia, New Zealand
Wendy Spires
7 September 2011
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.