The solution will be utilised across Blevins Franks operations, connecting the firm’s head office in Malta with offices in France, Spain, Portugal, Cyprus, and the UK. When deployed during the remainder of this year, XPLAN will be used as the central operating platform covering advice, client service, back office support, marketing and compliance.
The ability of XPLAN to support Blevins Franks internationally was a key factor in the decision to partner with IRESS. Multi-currency and multi-asset class capabilities are vital for those working with clients across Europe, as is the ability to deliver efficient, consistent and compliant advice and service across distributed operations.
Advisers will also benefit from the XPLANtouch app, which allows real-time access to client data and portfolios via a tablet, boosting accessibility across Europe.
Mark Loosmore, Executive Intermediary Sales & Marketing, IRESS, said: “Blevins Franks is a highly respected specialist advice firm, operating in multiple countries, and has very specific needs as a result. Robust and flexible technological solutions are vital to wealth management, even more so when firms are working across borders. We are excited to have the opportunity to support their business proposition and ensure seamless and efficient processes for clients and advisers alike.”
Nigel Green, COO, Blevins Franks said: “Implementing this new solution marks a significant step forward for our firm, and will underpin our ability to best target, service and advise our customers. We look forward to building our long-term partnership with IRESS.”
IRESS is a leading supplier of innovative technology for financial markets, wealth management and the mortgage industry in the United Kingdom, Australia, Asia, New Zealand, Canada, and South Africa.
All product streams support a diverse range of roles and offer front, middle and back-office functionality for clients that range from financial service institutions through to independent operators.
IRESS is a progressive, service-based organisation that employs over 1340 staff globally, with local knowledge and industry experience.
IRESS strives for excellence in relationships with clients and industry bodies alike. IRESS is client-driven, responsive and promotes a culture that supports working with customers and the industry to face challenges and keep pace with industry developments.
The 2019 Intermediary Mortgage Survey findings are revealed.
Phil Quin-Conroy is to take the post of MD of the UK business.
IRESS has seen income protection sales via The Exchange, its award-winning online comparison quote and transaction portal, rise by a record-breaking 50% in the first quarter of 2019.
Sova Capital, a global Prime Services provider, has selected IRESS’ Order Management System (OMS).
After more than five years as UK managing director, Simon Badley will step down from his role.
The adviser network, Beneficial Life, is to roll out IRESS’ integrated mortgage and protection sourcing solution in a three-year deal to support the network in achieving its growth ambitions.
IRESS Limited announced statutory net profit for the 12 months to 31 December 2018 of $64.1 million, up 7% over the prior year.
Financial technology business IRESS today announces it has launched an adviser accessible ‘buy-now’ term assurance option via its award-winning quote and apply sourcing engine, The Exchange
XPLAN clients will be able to easily allow third party software providers to directly access and integrate with XPLAN.
Our solution allows CMC Markets to offer advanced trading capability to its institutional and professional clients.
The launch of a next-generation client portal, with a clear focus on engagement.
Click-through rates from The Exchange to provider applications, measured an overall increase of 22% on 2017.