Wealth Management

Adviser Office 11.5 now live

The latest release of Adviser Office is now live with nearly 150 changes, which include 78 new features and 20 enhancements to improve user experience.

Industry

IRESS Global Hackathon hits new record

Our third annual hackathon took place last week with a record number of participants.

Industry

Introducing Trends – industry insights in bite-size

We’re excited to announce the launch of a brand new and free resource on our website.

Private Wealth Management

Join our Investment Week panel debate on 11 May

We'll be holding a live webinar with Investment Week on Thursday 11 May to discuss how wealth managers can deliver a personalised service at scale.

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.

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