Following a global search JBWere, one of Australia’s leading private wealth management businesses, has chosen us to bring together all operational aspects of its private client advice experience.
Our private wealth software simplifies investment management and financial advice - from client management, advice delivery and portfolio construction to middle office and order management. The software is underpinned by powerful data analytics. This means JBWere will be able to further strengthen its focus on proactively managing risk and compliance.
The team at Iress have extensive knowledge of our market and regulatory environment as well as global expertise in successful implementations.
CEO, JBWere
JBWere provides premium wealth strategies, advice and investments to Australia and New Zealand’s most successful people, families and `for-purpose’ organisations.
JBWere CEO, Justin Greiner, said: “The team at Iress have considerable knowledge of our market and regulatory environment as well as global expertise in successfully implementing Iress’ Private Wealth software.
“Having everything in a single ecosystem through the Iress platform means that our advisers are able to make more informed and timely decisions for their clients - saving time and reducing risk across the breadth of services we provide,” Mr. Greiner added.
Our Managing Director of Financial Markets, Australia and New Zealand, Kirsty Gross, commented: “Iress has supported JBWere for over 20 years and we’re delighted to expand our relationship by partnering with them on this exciting initiative.
“We’re confident we can enable JBWere to achieve its goals of increased efficiency and enhanced risk management and look forward to moving to the next phase of implementing our solution across the network."
