Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 141 - 150 of 366 results for "Iress"

DomaCom increases financial planner exposure

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
... integration agreement with the most widely used financial planning software in Australia. Under a new partnership, users of IRESS' XPLAN can now include DomaCom sub-fund investments in client portfolio reports. Properties are segregated into separate ...

DomaCom enters retail super market with new partnership

ALEX BURKE  |  MONDAY, 8 JAN 2018
... access the DomaCom Fund until now." The arrangement with Trustee Partners follows DomaCom entering into an agreement with IRESS last month. That agreement will allow the investment manager to integrate its property sub-funds into XPLAN via its EPI data ...

DomaCom secures first integration

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... DomaCom sub-fund investments in client reports. DomaCom has entered into an agreement to integrate its property sub-funds into IRESS XPLAN via its EPI data feed. Properties are segregated into separate sub-funds on the DomaCom platform and issued with ...

Financial Executive Women grows advisory board

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
Financial Executive Women has welcomed an IRESS executive to its advisory board. The managing director of IRESS' wealth management division, Tizzy Vigilante, has joined the industry body to assist in the positive progression of women in financial services. ...

Managed accounts sector knuckles down on data standards

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... in the working group include: AMP Bennelong Funds BT Colonial First State Copia and Ralton Elston Financial Express IOOF IRESS Lonsec Macquarie Morningstar Netwealth Praemium

Fintech exposes SMSFs to global shares

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
Stake has hired a former Macquarie Group and IRESS executive to help self-managed super funds invest directly in the global share market. Matthew Rady joins the fintech as head of business development, responsible for expanding services and developing ...

IRESS partners for client engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Users of IRESS can now schedule and hold video meetings with clients thanks to a new integration. The financial services technology provider has partnered with Suitebox to deliver a digital workspace for advisers that will also allow them to screen ...

XPLAN expands adviser training offer

DARREN SNYDER  |  THURSDAY, 5 OCT 2017
Industry software provider IRESS recently enhanced its training offer to include CPD point accreditation and introduced a program of structured learning pathways. The changes to XPLAN education and training took effect this week, and include a program ...

IRESS enters regtech realm

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
IRESS inked a $2 million strategic regtech partnership to assist financial services businesses improve compliance. The performance-linked investment in regtech and data analytics company Lucsan marks IRESS' first minority equity investment. The non-material ...

IRESS announces senior leadership restructure

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
A sweep of global leadership changes at IRESS will see the departure of its Sydney-based global head of financial markets and its chief operating officer. As part of a global strategy to drive continued growth and ensure alignment to its long-term goals ...