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Iress integrates DDO with XplanBY ANNABELLE DICKSON | MONDAY, 30 AUG 2021 12:24PM
Iress' design and distribution obligation (DDO) solution will be integrated with Xplan allowing financial advisers who use the software to access Target Market Determinations (TMDs) throughout the entire advice process.
Read more: Iress, DDO, Xplan, Michael Blomfield, Aberdeen Standard Investments, Fidelity International, GSFM, Objective Corporation, Pengana Capital Group, Schroders, Yarra Capital Management
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Delivering Income from Infrastructure
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A Financial Standard Power50 financial adviser and practice owner has sold his firm to Tribeca Financial.
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