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Wednesday, March 11, 2015

IRESS Announced as Advice Technology Partner for Commonwealth Bank

IRESS today announced it has been selected by the Commonwealth Bank of Australia as the advice technology partner for the Group’s Wealth Management Advice business.

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Wednesday, March 04, 2015

XPLAN Named Top Financial Planning Application for Eighth Consecutive Year

IRESS’ advice and wealth management platform XPLAN has been named the leading Australian financial planning application by research house Investment Trends for the eighth consecutive year.

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Friday, November 07, 2014

IRESS Integrates XPLAN with Class Super

SMSF information is now just a click away for advisers and accountants.

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Wednesday, July 16, 2014

XPLAN Continues to Lead Advice Software Landscape

IRESS’ advice and wealth management platform XPLAN continues to lead the advice software market according to the latest report from industry research house Investment Trends. The 2014 Planner Technology Report, now in its eleventh year, provides an analysis of the investment platform and planning software markets within Australia.

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Thursday, February 27, 2014

Prudential Financial Planning Adopts XPLAN

IRESS' wealth management and advice platform XPLAN has been selected by Prudential UK to power and guide its Prudential Financial Planning (PFP) client sales and advice model.

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Friday, December 13, 2013

IRESS Delivers Integrated Technology Solution to Kenanga

IRESS announces that it has successfully delivered an integrated technology solution for Kenanga Investment Bank Berhad's (KIBB) Wealth Management division. This integration supports KIBB in their implementation of KENWRAP, their next generation wealth management platform.

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