Iress retains tech mandate with Capital Haus

Private wealth management firm Capital Haus has extended its technology mandate with Iress.

Iress noted its core advice technology platform, Xplan, has supported Capital Haus throughout its evolution from a small independent financial advice practice to a fast-growing, multi-office advice group.

Capital Haus executive chair Brendan Gow said as the advice firm matures, having the right technology partner has been critical to supporting advisers to deliver high-quality advice.

"Iress has been an important part of that journey, providing not only market-leading technology through Xplan, but a strategic partnership that understands our business and supports us as we scale, integrate new businesses and continue to evolve our advice offering," Gow said.

"Having a technology platform that is flexible, reliable and built for growth gives us the confidence to continue expanding while maintaining the quality of service our advisers and clients expect."

Iress is building a structured pathway for technology providers to connect with Xplan, helping ease administrative burden on advisers.

It is also shifting its focus from business simplification to executing an artificial intelligence (AI)-driven product strategy that will help financial advisers slash work processes by nearly 40%.

Iress customer distribution general manager Kerry Ong said it looks forward to support Capital Haus's technology foundation needed to scale effectively.

"Capital Haus is a great example of how technology can support a business through every stage of its growth journey," Ong said.

"The Capital Haus team has demonstrated a clear vision for the future, and we're proud that Xplan has evolved alongside the business - providing the flexibility, capability and reliability needed as they expand through acquisition and continue to strengthen their advice offering."

Capital Haus is a private Australian wealth management and financial services firm specialising in funds management and corporate advisory.