Recent Media releases

Wealth Management

IRESS identifies three key areas for UK financial planners to address as part of their GDPR preparations

IRESS highlights the key areas which UK financial planners and wealth managers should consider to prepare for GDPR.

Protection

IRESS data highlights positive trend in protection sales in 2017

From January to October, IRESS has recorded over half a million (506,000) protection new business applications – as measured by click-through rates from The Exchange .

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.

Media resources



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