Wealth Management

IRESS tech audit reveals adviser information security and regulatory gaps

IRESS finds firms have propositional and procedural gaps that could be holding them back from growing profitably and safely.


Multi-Benefit protection sees 40% rise in sales

The Exchange reveals advised sales of Multi-Benefit protection have increased significantly, yet it still remains an underused option.


IRESS highlights record breaking protection new business applications in Q1 2018

The latest data from IRESS indicates a positive trend in the sale of protection products.


IRESS Intermediary Mortgage Survey 2018 findings published

IRESS mortgage research finds lenders are not fully caught up with intermediaries’ portal needs.


TSB adopts IRESS technology to transform mortgage process

IRESS has successfully deployed its Mortgage Sales and Originations solution for TSB, as part of the lender's radical upgrade of its banking platform.

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.


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.


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.


IRESS Mortgage Survey sees rise in digital channel propositions

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

This site uses cookies to store information on your computer. By using our site you accept the terms of our cookies policy. Accept