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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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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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