Wealth Management

New underwriting capability now in XPLAN

XPLAN gets a boost with new online underwriting capability from The Exchange and with first provider, Aviva.

Industry

IRESS 2016 Full Year Results

Andrew Walsh, Managing Director and CEO, along with John Harris, CFO, deliver announcement of IRESS' full year results for 2016

Wealth Management

How to accelerate the digital transition

Synpulse is promoting awareness of the challenges facing senior wealth management executives.

Wealth Management

Latest XPLAN simplifies and streamlines

The latest XPLAN release is now available with new intuitive and time-saving features.

Wealth Management

An expert's guide to cashflow

What better way to get to grips with cashflow than a training session with top paraplanner, Richard Allum.

Wealth Management

Adviser Office 11.4 available now

The latest AO update features over 50 enhancements including an extension to the Service Propositions module.

Mortgages

The IRESS Intermediary Mortgage Survey 2017

Your opinions matter! Take part in our Intermediary Mortgage Survey by sharing your views on lender technology.

Industry

Weekly News Round Up 28 Nov - 2 Dec

We've read the papers so you don't have to. Here's our compilation of the week's hottest industry news.

Careers

New Leatherhead office part of UK expansion

The latest news in our UK expansion plans brings exciting career opportunities to the area.

Industry

Weekly News Round Up 7 - 11 Nov

We've read the papers so you don't have to. Here's our compilation of the week's hottest industry news.

Industry

Weekly News Round Up 31 Oct - 4 Nov

We've read the papers so you don't have to. Here's our compilation of the week's hottest industry news.

Wealth Management

Latest XPLAN extends efficiency for advisers

The latest evolution of XPLAN extends the support it offers advisers to help make their businesses more cost-effective.

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