Wealth news

IRESS Announces Integration with Assureweb

IRESS is delighted to announce it has integrated XPLAN, its industry leading practice management system for Financial Advisers, with Assureweb, an industry leading quotation and new business portal.

IRESS Selected as Strategic Supplier to Largest UK Distribution Network

IRESS is pleased to announce the launch of its Wealth Management division in the United Kingdom on the back of its selection as strategic supplier of wealth management advice technology by Sesame Bankhall Group (SBG), the largest distributor of retail financial advice in the UK.

AXA Adopts XPLAN As New Wealth Platform

IRESS is pleased to announce that AXA’s aligned dealer groups, representing over 1,000 users in Australia and New Zealand, are migrating from VisiPlan to the IRESS wealth management platform, XPLAN.

BGL Partners With IRESS For Fund Data

Australia’s largest self-managed superannuation fund (SMSF) administration software provider, BGL Corporate Solutions Pty Ltd (BGL), has migrated to IRESS for supply of its managed fund price, dividend distribution and asset allocation data.

Leading Hong Kong IFA Live with IRESS Wealth Platform

Major Private Bank Goes Live with IRESS Wealth Platform

Award-winning private bank, Commonwealth Private, the private bank of Commonwealth Bank of Australia, has gone live with IRESS’ wealth management technology.