It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition.
We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them.
To find out how we can help your financial services business, get in touch.
In ten new episodes of our award-winning podcast, comedian Olga Koch solves some of the financial industry's biggest challenges with the help of some outspoken guests.
Standard Bank tell us how they found a competitive edge to better serve today’s discerning trader with Iress.
Wingate Financial Planning tell us how Xplan helps them focus on the right things.
CPN Investment Management talks about making the leap from Adviser Office to Xplan and why they aren’t looking back.