Recent Media releases

Wealth Management

IRESS integrates XPLAN with Suitebox

Advisers using XPLAN can meet and transact with clients virtually through leading digital workspace SuiteBox.

Wealth Management

Latest XPLAN update helps advisers meet the MiFID II 10% drop rule

IRESS announces new and extended capability in XPLAN to support wealth managers and financial planning professionals in meeting their MiFID II requirements.

Protection

Scottish Widows Protect joins IRESS' protection underwriting Service

Scottish Widows are the latest protection provider to offer partially underwritten quotes through The Exchange.

Private Wealth Management

IRESS delivers integrated wealth management and trading solution to Close Brothers Asset Management

IRESS announces its integrated wealth management and trading solution is now in use by Close Brothers Asset Management (CBAM) and its clients.

Mortgages

IRESS Mortgage Survey sees rise in digital channel propositions

Our 2017 Mortgage Efficiency Survey asks will mortgage tech power 2018?

Wealth Management

IRESS launches free tech audit service for advisers

A new free service to help financial advice businesses identify key areas where efficiency savings might be made.

Media resources



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