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.

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.

Wealth Management

IRESS to launch digital tools through XPLAN for advisers

IRESS has announced it will launch next-generation digital tools through XPLAN from early 2018.

Wealth Management

IRESS enhances functionality in latest XPLAN update

This software update, one of regular updates throughout the year, delivers further valuable benefits to users of XPLAN.

Wealth Management

IRESS launches XPLAN iAssist

IRESS has launched XPLAN iAssist to further strengthen support available to XPLAN users.

Industry

IRESS report finds retirement income is no longer a 'one-and-done' decision

Retirement is no longer a one-off decision according to IRESS’ latest retirement report: ‘Staying Afloat in Retirement - Income and Annuity Perspectives’.

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