Monday, August 08, 2011
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.
Joe Attrux, Chief Executive Officer of Harris Fraser, says being one of the region’s leading financial services businesses with over 500 professional advisers in Hong Kong, Taiwan and Australia, he has confidence that XPLAN can help Harris Fraser to maintain its leadership position among independent advisers in Asia.
The key factors in selecting XPLAN for Mr Attrux were the opportunity for substantial productivity gains and improvements in advice and review processes, across an operating model in multiple jurisdictions. Mr Attrux said, “Advantages available to us through XPLAN include improved consolidated reporting to clients in local languages, superior client engagement and reduced operational costs. For example, client servicing teams in Taiwan interact with our central administration team in Hong Kong in real-time via XPLAN to initiate advice and client reporting, providing an improved and timely experience for our clients.”
“With our operating model reflected in XPLAN through its configuration capabilities, we are confident that our value proposition to advisers and clients in the region will be differentiated and a basis for ongoing business growth”, added Mr Attrux.
IRESS General Manager - Asia, Jason Hoang, said IRESS is delighted to have been selected as Harris Fraser’s strategic technology partner. “We have confidence that XPLAN will position Harris Fraser with an advice platform to achieve their business goals. IRESS is investing significantly to build and expand the Asian markets, and pleased to be extending significant relationships with leading advice businesses such as Harris Fraser in Hong Kong and the region”.
About IRESS (Asia)
With offices located in Singapore and Hong Kong, IRESS delivers Asia-focused financial markets and wealth management software solutions, with a support structure tailored to local industry needs. Local industry knowledge, global experience, and persistence in maintaining a service-oriented culture are key drivers behind our growth and development in Asia.
About Harris Fraser
Harris Fraser Group is a wealth management company assisting clients in Asia to protect and grow their wealth since 1990. Harris Fraser’s services include private banking advisory, asset management, corporate and trust services, investment savings plans, tax planning, life and general insurance and MPF advisory.
For further information contact:
Jason Hoang
General Manager - Asia
IRESS
+65 6672 6288