News / Wealth Management

Delivering a range of efficiency benefits to IRESS’ wealth management clients sits at the forefront of its continuous investment in product and technology.

The latest enhancements build on IRESS’ ongoing programme of investment platform connectivity with two-way integrations to Aegon, Standard Life Elevate, Standard Life Wrap and 7IM.  These integrations enable account opening, quotes, top-ups and new business transactions across a wide suite of products including SIPP, ISA, Bond, GIA and Personal Portfolio tax wrappers.

New research from Investment Trends highlights that more than half (59%) of advisers are currently using IRESS software. As financial advice and wealth management businesses evolve and adapt to meet market challenges, advisers are able to benefit from IRESS’ deeply integrated technology.

Andrew Simon, UK Executive General Manager (Product) at IRESS said: “These latest integrations are just one element of our continued investment in product and technology, all geared around delivering value to our clients. These deep integrations between IRESS’ technology and third party providers enable real efficiency savings to advice businesses.

“We are working with providers on an ongoing basis to extend our platform connectivity proposition, with three further integrations in the pipeline for later this year and more in the initial stages of development for 2018.”

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