News / Industry

We are honoured to have won the award for ‘Change management process/Best implementation of a technology solution,' for our work with our client Saranac Partners at last night’s WealthBriefing European Awards. The ceremony was held at London’s magnificent Guildhall building.

The awards, selected by a panel of respected judges from across the industry, seek to acknowledge those who have demonstrated innovation and excellence during 2017.

The award was given in recognition of Saranac Partners implementation of IRESS XPLAN and the IRESS portal and how it brought their vision to life, offering clients a highly flexible, sophisticated and transparent view of their investments. The new solution means clients have access to an intuitive, personalised experience when logging into their digital portal, where they can immediately see a high-level investment performance overview with an ability to drill down through multiple dimensions to analyse their performance and exposure alongside tailored insight and news.

For the advisers it has streamlined the data capture process with a system that tailors itself to the clients’ service proposition. Every tool within the solution automatically populates from this central CRM data, so administration is kept to an absolute minimum and the client experience is optimised through every service channel.


Glenn Wilson, executive general manager (wealth and trading) IRESS said:
“This is such great news and the whole team is genuinely delighted to have won. It is a great result for a hardworking and dedicated team.”

Andrew Catterall, COO Saranac Partners said:
“This is a superb outcome. We have a single toolset to empower our advisors and a clean, elegant and sophisticated App that is wholly reflective of the Saranac brand and our passion for supporting our clients. Receiving this award is a very welcome, additional achievement.”

 

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