XPLAN

Videos

Video Interview: Should the two-pot system result in new investment strategies?

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Watch: MBSE launches RE training for FAIS representatives

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Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape

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Animated video explains the two-pot retirement system

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NCA Credit providers’ FICA obligations

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NCR Desktop Audits

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Is South Africa on track to getting off the grey list?

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Looking back at this year’s FPI Professional’s Convention

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Enhance your HR skills by attending our insightful webinars in November

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Webinars on how to investigate misconduct and address poor performance

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Suitebox now integrated with Xplan

A Customer Relationship Management System (CRM) offers an advisor a myriad of benefits including, but not limited to, sales and relationship management, marketing support and data analytics, management and security. In keeping with […]

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XPLAN announces integration with Suitebox

Financial software provider IRESS and digital meeting place provider SuiteBox have announced the integration of SuiteBox’s digital workspace solutions with IRESS’s adviser software, Xplan, as advisers seek more ways to communicate with clients. […]

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