Home Media Centre Wealth news Major Private Bank Goes Live with IRESS Wealth Platform

Major Private Bank Goes Live with IRESS Wealth Platform

Thursday, July 21, 2011

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

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

IRESS Managing Director, Andrew Walsh, said IRESS is delivering an integrated solution comprising its extensive advice platform XPLAN, leading IRESS Portfolio System (IPS) and IRESS Order Management System (IOS), to equip Commonwealth Private advisers with the superior tools they need to manage today's clients.

IRESS has worked closely with Commonwealth Private to ensure the bank’s heightened functional and integration requirements were met for the first of a number of delivery phases. The implementation successfully integrates with banking systems and external sources to produce a centralised private client system across advice, portfolio management and order management.

We are conscious that private bank advisers want leading technology that enables them to provide high quality real-time advice, uniquely tailored to meet the exacting requirements of their clients”, Mr Walsh said.

Mr Walsh said Commonwealth Private has also been able to take full advantage of XPLAN 2.0, launched earlier this year. “XPLAN 2.0 represents a step forward in adviser technology - offering a new-look web interface designed to meet the expectations of advisers who need their software to efficiently complete increasingly complicated tasks”, he said.

 

For further information please contact:

Andrew Walsh

Managing Director
+61 2 8273 7000


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