Do you want to reduce your costs, improve efficiency and remain competitive?

Get a FREE tech audit from IRESS to find out if your technology is helping you achieve these goals. 

Regardless of your firm’s size, or your current technology provider, taking the time to reassess your current practices could unlock hours of potential time and identify new opportunities.


What does the service involve?

One of our expert technology consultants will guide you through a comprehensive series of questions to really understand your current businesses processes and use of technology.

You will receive a free bespoke gap analysis report, identifying where and how you can maximise the benefits offered by your current technology, as well as how you compare with your peers on the following key areas:

  • The factfinding process
  • Sales aids
  • Quotation and new business processes
  • Back office
  • Compliance and business practice 
  • Management information
  • Client portal and digital services

Request your FREE tech audit

Service only available to UK financial advisers

  • Reduce time and costs

    Identify opportunities to streamline your processes for huge efficiency gains.

  • Get ahead of the competition

    See how you measure up against your peers and where you can differentiate.

  • Make an informed investment

    Understand your current system strengths and weaknesses before investing further.

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