Fresh from Silicon Valley, Joydip joined us in September 2020 as Chief Product Officer.
We want to introduce you to Joydip so you can find out a little bit more about his vision for Iress.
Join us on 21 April 2021 for Business Unusual with futurist, Dr Pieter Geldenhuys for an invaluable view into the changing world of business in a hyper-connected world.
Whether it’s delivering films, food or financial advice, technology gives us a simpler, more convenient way to access what we need. And the better the experience gets, the more we want to use it.
It’s easy to talk about ‘going digital’ and visualise the benefits of digital advice tools like client portals and digital signatures. After all, we all want to be better, faster, and more profitable.
We’ve all adapted to using digital tools to help us stay productive and connected. For the most part it’s a positive experience. But it’s critical advice firms stay wise to the increased information security threats.
The Iress Community provides a single place for users to find information about their software. Here are some tips and tricks to find what you’re looking for.
To keep you up to date on what is happening in Xplan, Iress product executive, Emily Chen, details what’s coming in the March major release from compliance to activating bulk signatures.
This integration will enable you to launch instant video meetings with your clients or colleagues from anywhere in Xplan.
You may be wondering how to deal with the creation of a usufruct in favour of a second dying spouse. This article will help you understand the extent that the Estate Planning component of the Risk FNA tool can deal with such scenarios.
You may be wondering how to deal with the creation of a usufruct in favour of a second dying spouse. This article will help you understand the extent that the Estate Planning component of the Risk FNA tool can deal with such scenarios
The much anticipated changes to the annuitisation rules for provident and provident preservation funds came into effect on 1 March 2021, otherwise known as T-day.
Switching to a new system is a big decision for most businesses. Read why it's the right time to move from Adviser Office to Xplan.