Iress has renewed its partnership with Succession Wealth, securing a new four-year contract extension.
The agreement extends a relationship spanning nearly a decade and sees Iress’ technology remain at the heart of Succession’s wealth management and financial planning offering. The deal includes continued use of Iress’ core solutions which includes Xplan, CommPay, Xplan Mortgage (XPM) and Iress Pro.
The renewed agreement reflects the long-standing relationship between the two organisations and their shared focus on delivering integrated technology and efficient advice processes that support advisers and clients alike.
Under the renewed agreement, Iress’ solutions will continue to power Succession’s advice process, with Xplan at the core of its wealth proposition. The partnership also provides a foundation for future collaboration, including initiatives to enhance data sharing and reporting capabilities.
Iress’ Head of Operations and Relationship Management, Laura King, said: “Our partnership with Succession has grown significantly over the years, and it’s been a privilege to support such a dynamic and ambitious business. We’ve built a strong, collaborative relationship with their team, and it’s rewarding to see how our technology continues to play a central role in their success. We’re excited to keep building on this momentum together and support its continued evolution as a modern wealth management business.”
Succession Wealth’s Chief Technology Officer, Chris Truman, added: “Our relationship with Iress has developed over many years, and this renewal reflects the importance we place on having stable, scalable technology that can support both our advisers and the long-term needs of our clients. As client expectations and regulatory requirements continue to evolve, it’s essential that our technology infrastructure enables a more connected and efficient advice experience. Continuing to work closely with Iress gives us a strong platform to support that evolution across the business.”
The renewal also highlights Iress’ continued investment in its UK wealth platform, delivering modern, integrated solutions that reduce operational complexity and enable firms to operate more efficiently. Both organisations will continue working closely to support Succession Wealth’s evolving advice and service model over the years ahead.
