Succession is one of the largest and fastest growing wealth management businesses in the UK. With scale and growth being at the forefront of their strategy, they needed a technology solution that could support them on that journey.
Succession is a highly acquisitive business with over 500 staff looking after the wellbeing of some 18,000 clients across the UK. In 2015 they undertook a strategic review of their technology solutions and chose XPLAN because it gave them an enterprise technology solution - an integrated platform with back, front and middle office capability.
“We’re now operating much more efficiently through using XPLAN and are able to see an increase in our revenues coming into the business. The actual delivery of the advice is much more consistent and timely, which is giving a much better client experience”
For Succession the main benefits of using XPLAN have been:
Watch our video to hear from Succession on how XPLAN has helped them achieve their growth targets and make huge efficiency savings
Russell Gibson needed a technology solution that enabled them to radically restructure the way they managed and reported on their income streams. This combined with the potential for future flexibility, meant that XPLAN from IRESS pulled ahead of the competition.
Lifetime Wealth were tired of the issues they were experiencing with their existing back office software, they wanted a more cutting-edge, cloud based solution to better fit and support their growing business. They turned to us and chose our wealth management software solution, XPLAN.
Redworth Caledonian discovered that a switch to IRESS and XPLAN was not only painless but hugely beneficial to the business. The firm’s previous system offered limited functionality and failed to justify the on-going cost and the move to XPLAN was seen as crucial in helping them to achieve their business goals.