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.

Industry

Weekly News Round Up 24-28 Oct

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

Mortgages

Say hello to the new IRESS Mortgage Webtools

An exciting new range of responsive mobile tools to enhance your service in the digital age.

Industry

Weekly News Round Up 17 - 21 Oct

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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