Financial Advice

Iress and Moneyinfo announce strategic partnership to transform the adviser-client experience

Iress today announced client portal leader Moneyinfo as the second entrant to its exclusive Iress Partnership program. Connected via enhanced access to Xplan APIs, the Iress Partnership program commits to align roadmaps, co-design solutions and push the boundaries to deliver advanced, strategically aligned propositions. This landmark collaboration delivers an advanced integration between Xplan and Moneyinfo that redefines the digital experience for financial advisers and their clients.

29th October 2025

Financial Advice

Iress expands ex-smoker pricing to Multi-Benefit service with backing from nine major insurers

Iress today announced an expansion of its ex-smoker pricing to its Multi-Benefit service on The Exchange, further simplifying protection advice and improving transparency for advisers and clients. The expansion also sees the addition of Scottish Widows, bringing the total number of supporting insurers to nine; including Aviva, HSBC, Legal & General, Royal London, Vitality, Zurich, National Friendly and Walsham Brothers.

22nd October 2025

Financial Advice

Walsham Brothers Launches Mortgage Payment Protection Products on Iress

Walsham Brothers has chosen Iress to launch four new Mortgage Payment Protection Insurance (MPPI) products to the market through intermediaries using The Exchange and Xplan Mortgage.

6th October 2025

Mortgages

Nationwide DIPs and Product Reservations go live on Xplan Mortgage

Iress today announces an enhancement to its Lender Connect capability within Xplan Mortgage, expanding its current connectivity with Nationwide. Lender Connect is Iress’ API-based service that enables real-time connectivity between mortgage brokers and lenders, reducing application time by up to 20 minutes per case on average.

9th September 2025

Financial Advice

Iress teams up with Aviva to deliver fully online application process for its new Guaranteed Fixed Term Income Plan

Iress has partnered with Aviva to launch its new Guaranteed Fixed Term Income Plan, now available through a seamless online annuity quote and application process on The Exchange.

1st September 2025

Iress launches FundsFlow data product

Providing unparalleled insights into the investment dynamics of the wealth management industry

5th August 2025

Financial Advice

Acre deepens relationship with Iress for Protection Sourcing

Iress today announced that Acre, the UK’s fastest-growing intermediary platform, has chosen Iress as its new partner for protection sourcing.

31st July 2025

Iress to unite WealthTech community to shape advice industry’s future

30th July 2025

Iress boosts trading data capabilities with cloud-native ‘Data Insights’ platform

15th July 2025

Contact details

Kelly Fisk +61 (0) 435 684 543
kelly.fisk@iress.com

Natasha Drilon +61416594786

natasha.drilon@iress.com

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