Navigator today announced financial advisers can now export their Navigator client and transaction information to XPLAN.
Navigator today announced financial advisers can now export their Navigator client and transaction information to XPLAN.
With approximately 1,000 users, XPLAN is a comprehensive web-developed business solution for financial modelling, which includes: client relationship management, insurance quotations, FSR compliance and a fully capable portfolio management system.
Users of XPLAN range from single adviser sites through to large multi-level national dealer groups.
Navigator’s General Manager Operations, Bruce Hawkins, said this data feed service is an important enhancement to Navigator’s already state-of-the-art platform. It reinforces that Navigator is committed to giving advisers greater flexibility and choice as to how they do business with their preferred supplier.
“The number of advisers using Navigator’s own financial planning and reporting solution, n-link is constantly growing,” said Bruce. “However, we recognise that a number of advisers supporting Navigator use other financial planning systems such as XPLAN, and this new service will make it easier for them to deal with us.”
The current n-link offering encompasses; account information and client reporting (which provides up to date client information), online transactions (which allows the adviser to save time and money by submitting Navigator transactions straight to the administration system) and n-link financial planning (which assists advisers create a compliant Statement of Advice.
The Navigator to XPLAN data feed is a seamless system. Advisers using XPLAN can now access Navigator client data on their desktop. Client data updates are regularly sent to XPLAN from Navigator to ensure advisers have up to date information available for their clients and their Navigator portfolios.
The Navigator client information is easily exported to XPLAN and includes, account and contact details, Navigator share service, investment holdings and transactional data.
Navigator is currently in discussions with Visiweb, Visiplan, InvestmentLink and COIN to provide a similar service.
For further information please contact Navigator on 1 800 338 151 or visit www.navigator.com.au
For media information please contact:
Simon Morgan
Group General Manager Public Affairs
Phone: (03) 9829 8892
Mobile: 0407 966 632
Notes to editors:
- Aviva Australia is a group of two specialist financial services companies: Navigator and Norwich Union Life Australia Ltd. Portfolio Partners is the Australian funds management arm of Aviva plc. Through these companies we provide products and services in the areas of wealth creation and wealth protection for more than 300,000 customers throughout Australia.
- Globally, Aviva Australia is part of Aviva plc, the world’s fifth largest insurance group, the largest insurer in the UK and one of the top five life companies in Europe. Aviva was formed in May 2000 through the global merger of CGU plc and Norwich Union plc.
- Aviva is a leading provider of life and pensions products to Europe and has substantial businesses elsewhere around the world. Its main activities are long-term savings, fund management and general insurance. It has premium income and investment sales from continuing operations of A$74 billion, and more than A$592 billion of assets under management (as at 17January 2005). The group has more than 51,000 employees and 30 million customers worldwide.
- The information in this document reflects Navigator Australia Limited's ('Navigator’) understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way. The information given in this document is of a general nature and has not taken into account the investment objectives, financial situation or particular needs of any particular person and it is not a substitute for professional advice. Applications to invest in a financial product issued by Navigator, or any of its related entities, must be made by completing the application form attached to the applicable Product Disclosure Statement ("PDS"). A PDS is available from Navigator or your financial adviser. Before making an investment decision on the basis of the information above, a prospective investor needs to consider, with or without the assistance of a professional adviser whether the information is appropriate in the light of their particular investment needs, objectives and financial circumstances. Aviva does not receive any remuneration in relation to the provision of information available from this press release which is of a general nature only.