Iress blog

Iress Interviews

Streamlining financial advice with technology

Using our financial advice software Xplan, Sydney-based firm Birling Wealth Management have streamlined their operations and save around 10-15 hours in onboarding clients.

Jess Sayer  |  1 min read
17 December 2019

Iress Interviews

Striving for better in the Middle East

As part of our interviews series we talk to Sam Instone, CEO of wealth management business AES International, about starting out in the UK, scaling up in Dubai and raising standards across the Middle East.

Sian Gulliver  |  3 min read
02 December 2019

Iress Interviews

Meeting complex needs simply

Saranac Partners tell us how technology helps meet the needs of the high net worth.

Sian Gulliver  |  4 min read
17 May 2019

Iress Interviews

Banking on a better future

How bold ambitions for growth and new technologies are transforming financial services in PNG.

Sian Gulliver  |  4 min read
21 January 2019

Iress Interviews

Winning trust in wealth management

An award winning wealth manager talks to us about building and retaining trust.

Sian Gulliver  |  5 min read
11 October 2018

Iress Interviews

Rising to the challenge

With significant change afoot in the Australian wealth management market, one firm shares their inspirational approach to embracing it.

Sian Gulliver  |  5 min read
09 July 2018

Iress Interviews

The quest for a joined up mortgage market

We talk to Barclays' director of intermediaries about new technologies and the benefits of a completely joined-up mortgage industry.

Sian Gulliver  |  4 min read
27 April 2018