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Financial advice

Iress datafeed grows with Selfwealth

Iress expands Xplan datafeed ecosystem with Selfwealth portfolio integration

Iress  |  2 min read
29 July 2026
Financial advice

Iress datafeed grows with Selfwealth

Iress expands Xplan datafeed ecosystem with Selfwealth portfolio integration

Iress  |  2 min read
29 July 2026
Mortgage sourcing series

What modern mortgage sourcing software should deliver for advisers

Discover how the latest Xplan Mortgage enhancements simplify mortgage sourcing with faster workflows, improved compliance and support for complex lending scenarios.

Guest contributor  |  6 min read
27 July 2026
Mortgage sourcing series

Five signs your mortgage sourcing software is holding your business back

Is your mortgage sourcing software slowing advisers down? Discover five signs your technology may be holding your business back and what modern platforms should deliver.

Guest contributor  |  6 min read
27 July 2026
Mortgage sourcing series

How mortgage sourcing software can support Consumer Duty and compliance requirements

Discover how mortgage sourcing software can help advisers support Consumer Duty requirements, improve compliance, maintain audit trails and deliver better customer outcomes.

Guest contributor  |  6 min read
27 July 2026
Mortgage sourcing series

7 essential features of modern mortgage sourcing software

Discover the seven essential features every modern mortgage sourcing software platform should offer, from compliance support to integrated workflows.

Guest contributor  |  7 min read
27 July 2026
Mortgage sourcing series

How to choose the right mortgage sourcing software

Learn how to choose the right mortgage sourcing software, including key features, integrations, compliance support and what advisers should consider.

Guest contributor  |  7 min read
27 July 2026
Social responsibility

Growing Sustainable Impact: The Iress South Africa and Maledi Fresh Partnership

Purposeful procurement can create opportunities that extend far beyond business. Discover how the partnership between Iress South Africa and Maledi Fresh is empowering communities, creating jobs, and demonstrating the lasting impact of enterprise and supplier development.

Guest contributor  |  5 min read
15 July 2026
Financial advice

Demystifying the IHT shift: Key takeaways for financial advisers from our webinar with Zurich

The inheritance tax (IHT) landscape is undergoing its most profound transformation in decades. To help professional advisers make sense of these changes, we partnered with Zurich UK for a Personal Finance Society (PFS) webinar exploring how recent and upcoming reforms are expanding the IHT net and reshaping client planning needs.

Guest contributor  |  8 min read
10 July 2026

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