Wealth Management

Latest XPLAN delivers new client engagement tools

IRESS unveils the latest version of its wealth management and advice solution XPLAN.

Wealth Management

Blevins Franks selects IRESS XPLAN

IRESS announces that its XPLAN solution has been selected by international wealth management specialist Blevins Franks to support its private client wealth business.

Retirement

New submission service for annuities on The Exchange

New submission service for annuities on The Exchange.

Mortgages

IRESS and Nationwide win award for Best Use of IT in Retail Banking

IRESS and Nationwide Building Society have been awarded ‘Best Use of IT in Retail Banking’ at last night’s FSTech Awards.

Financial Markets

Shopping around for annuities should be industry standard – advisers claim

New research from IRESS, the leading supplier of financial markets, wealth and mortgage management systems, has found that advisers would like to see increased shopping around for annuities via a mandated comparison process so consumers get a thorough overview of annuity rates available on the market before they buy.

Wealth Management

Prudential Financial Planning adopts XPLAN to power sales and advice

IRESS announces that its wealth management and advice platform XPLAN has been selected by Prudential UK.