Recent Media releases

Wealth Management

IRESS integrates XPLAN with SuiteBox

IRESS XPLAN now integrates with SuiteBox. Advisers who use XPLAN can meet and transact with clients virtually through leading digital workspace SuiteBox.

Financial Advice

XPLAN expands training offer to include CPD point accreditation

IRESS has today announced it is enhancing its training offer to include CPD point accreditation, as well as a new program of structured learning pathways.

Regulation

IRESS invests in leading Australian RegTech Lucsan

Australian technology leaders, IRESS and Lucsan, today announced a partnership that will accelerate the application of RegTech in the financial services landscape.

Financial Advice

New content benefits added to XPLAN

New benefits for advisers using XPLAN’s Financial Knowledge Centre have been added in the latest version of XPLAN, including the ability to initiate distribution of content directly from XPLAN and an audit trail for fee disclosure statements.

Superannuation

Range of digital updates for superannuation funds

IRESS’ Acurity has expanded superannuation funds’ ability to provide members with a comprehensive and personalised online superannuation experience, improving self-service and efficiency for members, and providing scale and reduced cost for funds.

Wealth Management

ClearView selects Prime for scaled advice

IRESS today announced that ASX-listed wealth management, financial advice and insurance group, ClearView, has selected XPLAN Prime as its objectives-based, scaled-advice solution.

Media resources

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