IRESS - Wealth News

Wealth news

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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Tuesday, September 06, 2011

AXA Adopts XPLAN As New Wealth Platform

IRESS is pleased to announce that AXA’s aligned dealer groups, representing over 1,000 users in Australia and New Zealand, are migrating from VisiPlan to the IRESS wealth management platform, XPLAN.

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Tuesday, August 23, 2011

BGL Partners With IRESS For Fund Data

Australia’s largest self-managed superannuation fund (SMSF) administration software provider, BGL Corporate Solutions Pty Ltd (BGL), has migrated to IRESS for supply of its managed fund price, dividend distribution and asset allocation data.

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Monday, August 08, 2011

Leading Hong Kong IFA Live with IRESS Wealth Platform

Following an extensive review of potential solutions, Harris Fraser Group has selected and is now live with IRESS wealth management technology. IRESS’ wealth management platform XPLAN forms the basis of Harris Fraser’s advice platform, unifying its operations in multiple locations.

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Thursday, July 21, 2011

Major Private Bank Goes Live with IRESS Wealth Platform

Award-winning private bank, Commonwealth Private, the private bank of Commonwealth Bank of Australia, has gone live with IRESS’ wealth management technology.

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Wednesday, June 15, 2011

Praescius Ready for Exponential Growth

Gareth Jakeman, principal consultant of Praescius Financial Consultants, faced an enviable predicament 18 months ago: the business had grown so quickly and successfully, it had reached capacity.

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