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.”
We've been recognised with two accolades at Goodacre's Systems in The City awards.
Members of our team take on the National Three Peaks Challenge raising money for charity.
A team from our Cheltenham office are rolling up their sleeves as part of a year-long partnership with the charity, Cobalt.
Taking place over 24 hours and spanning five continents, it's one of the biggest hackathons of its kind.
We've won the ‘Change management process/Best implementation of a technology solution,' award.
We’ve gathered data from 217 intermediaries and lenders representing a 75% market share.
The specialist lender's products are now accessible through XPLAN Mortgage and Trigold.
A new combined solution for mortgages and loans from Temenos and IRESS allows lenders to offer a fast, flexible service to customers.
Twice as nice! We've been shortlisted for two awards with our client Saranac Partners.
Our new solutions support providers, outsourcers and advice firms to comply with FCA annuity policy changes.
Intermediaries are now able to access products from Clever Lending through our mortgage sourcing.
The latest Financial Adviser list of the top 100 advisory businesses has been revealed. 94% use our solutions...