It takes two

IRESS' MSO platform has helped Nationwide secure a place as the second largest mortgage lender in the market. Henry Woodcock talks about the strong partnership between our two businesses that enabled this achievement.

Wealth Management

Data = Truth; Truth = Data

Sophie Hall discusses the imperative need for data, for both analysing post-regulation trends and practicing efficient client relationship management.

Wealth Management

Service with a smile

Since RDR, many advisers have now turned to using segmented client service propositions. Mark Loosmore explains how technology can be utilised to support the successful application of this approach.

Wealth Management

Never stand alone

With the app market accelerating at a rapid pace, Mark Loosmore considers how the financial services can successfully leverage this medium of technology, for the benefit of the consumer and the adviser.

Wealth Management

Regulatory change

Mark Loosmore discusses the regulatory future of the financial services in South Africa, drawing predictions from similar reforms with in UK and Australia.


IRESS and Avelo

Andrew Walsh discusses IRESS' acquisition of Avelo in the UK, including how the move will contribute to IRESS' global and local strategies.

Wealth Management

Not just a fad

Aaron Knowles recaps on a recent meeting with a client, who was keen to drastically reduce the admin and paper in his business. XPLANtouch, the XPLAN app, was the solution.

Wealth Management

Single technology platform / multiple forms

In 2013, following the introduction of RDR, we are seeing some fundamental changes in the structure of financial advice. Mark Loosmore offers insight into these changes and how a central technology platform can underpin these.

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