IRESS - Wealth News

Wealth news

Wednesday, February 20, 2013

XPLAN Selected by Towry

IRESS is pleased to announce its second major client in the United Kingdom, with Towry’s decision to deploy XPLAN as its central business software solution. XPLAN will provide Towry, a leading wealth advice firm, with an advanced client management and financial planning capability and will support its business across its 18 offices nationwide.

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Thursday, September 20, 2012

IRESS Canada Launches Fully Integrated Wealth Management Suite

IRESS today announced the release of its powerful Private Wealth Management (PWM) software platform in Canada, building on its long-standing presence as a leading supplier of market data and equity trading solutions. The launch into North America further extends the global coverage of the solution, already widely deployed in Australia, New Zealand, South Africa, Asia and the United Kingdom.

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Monday, September 03, 2012

NAB Commences Enterprise Rollout of XPLAN

IRESS has renewed a multi-year agreement with the National Australia Bank (NAB) for ongoing supply of wealth technology to the bank’s advice channels.

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Wednesday, July 18, 2012

SBG Goes Live with XPLAN

IRESS is pleased to announce its first UK deployment is now live with Sesame Bankhall Group.

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Thursday, May 03, 2012

Entrust Private Wealth Live with IRESS

IRESS announces that private wealth management company, Entrust Private Wealth Management (Entrust) has selected and successfully implemented IRESS as its private wealth technology platform.

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Tuesday, January 24, 2012

IRESS Announces Integration with Assureweb

IRESS is delighted to announce it has integrated XPLAN, its industry leading practice management system for Financial Advisers, with Assureweb, an industry leading quotation and new business portal.

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