Xplan data entry jobs

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    35 xplan data entry jobs found, pricing in USD

    Good Morning Freelancers, My employer has asked me to look for a xPlan coder to assist us to set up a Statement of Advice (SoA) wizard on our platform. We have a simple and brief layout of how the SoA wizard should look. Please note that the Xplan coding is different to normal website coding. We prefer someone with previous experience and have

    $22 - $182
    $22 - $182
    0 bids

    ...add ability to save to note as an attachment so that you can add note data (Eastbrook). Outlook Plugin | have the ability to push an email to a job which is not allocated to a client (Back to Back) Worksorted Outlook Plugin - enable users to select to send pushed email to Xplan at the same time as pushing to Worksorted Outlook Plugin - conflict with

    $394 (Avg Bid)
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    9 bids

    We download pre-filled reports from XPLAN to Word. Once in Word, we would like to be able to change the look of the document to reflect corporate branding simply.

    $34 (Avg Bid)
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    1 bids

    I need someone to copy information from some websites. Ya but could u xplan me how to approach my client suppose I will bid 1 project after complition of my work how I will submit my work to that client

    $906 (Avg Bid)
    $906 Avg Bid
    8 bids

    We are looking for someone who has experience with XPlan coding, a financial planning software. We would like to code all our internal and external documents that we use on a daily basis.

    $953 (Avg Bid)
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    6 bids

    Oversee data migration from XPlan.

    $503 (Avg Bid)
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    7 bids

    ...investment portfolios. I have prepared a complete mock of the app with screens and workflows (see attached). I have included on [login to view URL] a login to an external site (XPlan) that allows my clients to view just their investment portfolio information. I do not administer this site so I have the HTML code for the login page on the app and I have tested

    $1186 (Avg Bid)
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    143 bids

    XPlan developer to build a detailed template for a SOA (State of Advice) which includes investment feeds etc. Applicant MUST have experience in building XPlan templates using PHP. See attached example.

    $965 (Avg Bid)
    Local
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    1 bids

    We need to migrate our business data from our existing system, XPlan, to our Salesforce org. We would use csv files for the transfer. We have about 500 clients and accounts to transfer across. Detailed knowledge of Salesforce data import and Microsoft Excel is crucial, with experience around importing child records and linking up correctly.

    $859 (Avg Bid)
    $859 Avg Bid
    40 bids

    We need to migrate our business data from our existing system, XPlan, to our Salesforce org. We would use csv files for the transfer. See attached overview sheet. We have about 500 clients and accounts to transfer across. Knowledge of Salesforce data import and Microsoft Excel is crucial; XPlan skills would be useful.

    $748 (Avg Bid)
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    31 bids

    XPlan developer to build a template for a SOA (State of Advice)

    $974 (Avg Bid)
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    12 bids

    We are seeking someone with Financial Planning experience to come into our Sydney CBD office to help us with client fo...clients. This project is ideal for an individual with excellent communication skills, strong attention to detail, someone who is able to follow processes. Required skills: - Xplan Portfolio System (IPS) - Microsoft Office Programs

    $15 / hr (Avg Bid)
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    14 bids

    I want to code up a word document so that it can populate automatically from XPlan.

    $392 (Avg Bid)
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    3 bids

    I need an experienced paraplanner to write statements of advice using Xplan, COIN or Midwinter. There will be ongoing work for the right paraplanner at the right price. Previous work as a paraplanner and DFP (RG146) will be looked apon very favorably! Looking at paying $15 AUD per hour.

    $11 (Avg Bid)
    $11 Avg Bid
    1 bids

    We need to update our Xplan coded templates. Need an experienced Xplan coder to assist us.

    $12 - $19 / hr
    $12 - $19 / hr
    0 bids

    Data entry for XPlan must have Xplan experience Further projects writing threads for xplan or Paraplanning projects

    $845 (Avg Bid)
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    7 bids

    I am looking for someone to prepare financial plans within the XPLAN software system, if possible, using the PIS Compass System. The financial plan should meet ASIC RG90 requirements (Link for RG90 : [login to view URL] ). The detailed project description will be sent upon request.

    $2 - $6 / hr
    $2 - $6 / hr
    0 bids

    looking for someone who has experience using Xplan - Financial Client Management Database

    $3 / hr (Avg Bid)
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    3 bids

    We need someone to complete XPLAN SOA. The project needs to be completed within 2 weeks.

    $12 / hr (Avg Bid)
    Featured
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    4 bids

    paraplanning work. someone that has experience and knows how to use xplan software.

    $528 (Avg Bid)
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    2 bids

    This role must be performed at our offices in Sydney, Australia. Our highly regarded and professional Financial Planning practice is looking for a Data Guru to initially aid in the finalising of a recent book acquisition. We require someone with a great eye for detail, a can-do attitude and experience in both accounting and financial planning. This

    $29 / hr (Avg Bid)
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    12 bids

    Our highly regarded and professional Financial Planning practice is looking for a Data Guru to initially aid in the finalising of a recent book acquisition. We require someone with a great eye for detail, a can-do attitude and experience in both accounting and financial planning. This would be ideal for a bookkeeper who has worked in a financial planning

    $25 / hr (Avg Bid)
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    6 bids

    ...succeeded. I will then test the work before it is approved as completed. GOAL: convert the XML to a standard table. TIMELINE: 1-2 days Please provide reference of XQUERY/XPlan previous work if avaiable. If you already have done this, and the code is immediately available for me to test, then I will lowest (50$) bidder will be awarded. Thanks

    $39 - $58
    $39 - $58
    0 bids

    Looking for a Personal Assistant for a small Financial Planning business. Duties include * Diary management / client reminders; * Date entry into xplan; * Research on financial products; * General administrative duties

    $13 / hr (Avg Bid)
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    6 bids

    We are a financlal planning firm in Australia. I am looking for a freelencer that has experience with Xplan Financial Planning software. We need someone that can create Xplan wizards for various requirements.

    $607 (Avg Bid)
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    2 bids

    We have a partially completed SOA that is generated by Xplan. We need someone to finish it off. What is required is the insertion of tables of recommended investments, fees and research reasons for the purchase or sale recommendations along with some paragraphs which are dependent upon values in certain fields

    $19 / hr (Avg Bid)
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    4 bids

    ...that Xplan financial planning program created by IRESS is able to pick it up and i will also require the coder to make the SoA wizard. Please people with previous experience of coding will be looked highly upon and anyone with Xplan experience previously will looked at the most favourable. Please outline whether you have had experience with Xplan before

    $478 (Avg Bid)
    $478 Avg Bid
    3 bids

    ... My employer has asked me to look for a xPlan coder to assist us to set up a Statement of Advice (SoA) wizard on our platform. We are in the process of creating all the text for the Statement of Advice and have a simple and brief layout of how the SoA wizard should look. Please note that the xPlan coding is different to normal website coding

    $63 / hr (Avg Bid)
    $63 / hr Avg Bid
    5 bids

    ...teams. The preferable person would be naturally savvy in coding and familiar with Xplan Software. Key responsibilities include: • Assisting with the production of Statement of Advice (SOA) documentation • Assist and perform financial modelling scenario’s on Xplan and/or other software as required • Conducting product and technical research •

    $3 / hr (Avg Bid)
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    1 bids

    ...obviously the easy part. The second part is the website login to 2 separate client sites. I have outlined the url for both sites and also a file thats meant to assist with the xplan one. I essentially either want just the login boxes to be on my site but if this can't be done then just a link to the other sites. Please let me know if it makes sense of

    $77 (Avg Bid)
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    1 bids

    ...second list of names that may be duplicates. So the task is to go through both excel sheets to determine any matches and if so copy the appropriate entity ID into the column: XPLAN Id. You will need to refer to dates of birth and address to identify duplicates. There are around1300 lines in the possible duplicates sheet and 6200 lines in the total listing

    $255 (Avg Bid)
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    49 bids

    ...second list of names that may be duplicates. So the task is to go through both excel sheets to determine any matches and if so copy the appropriate entity ID into the column: XPLAN Id. You will need to refer to dates of birth and address to identify duplicates. There are around1300 lines in the possible duplicates sheet and 6200 lines in the total

    $45 (Avg Bid)
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    63 bids