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Showing 161 - 170 of 366 results for "Iress"

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... client marketing using social media advertising services and eBooks. For the 10th year running, Investment Trends reported IRESS's XPLAN is the leading financial planning application in terms of functionality. XPLAN was the first application to support ...

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
... FirstWrap platform. Responding to feedback from financial advisers and their clients, CFS engaged global technology provider IRESS to launch a further suite of separately managed accounts on the platform in May 2017. "We believe IRESS has the best technology ...

Pillar sold to Mercer

DARREN SNYDER  |  FRIDAY, 2 DEC 2016
... is how Pillar's administrative software is managed. Pillar Administration currently uses Financial Synergy ( now owned by IRESS ).

IRESS appoints new CTO from IOOF

ALEX BURKE  |  MONDAY, 7 NOV 2016
IRESS has appointed a new technology officer. Andrew Todd joins IRESS from IOOF, where he was chief information officer. Prior to that, he was chief information officer at Australian Wealth Management (which was subsequently acquired by IOOF). He has ...

IRESS appoints retirement incomes chair

ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
IRESS has appointed a new retirement incomes chair. David Orford takes on the role having been chair of Financial Synergy, whose acquisition by IRESS was completed on October 31. Orford founded Financial Synergy in 1976, having previously been an actuary ...

IRESS partners with UK wealth firm

ALEX BURKE  |  FRIDAY, 28 OCT 2016
IRESS has entered a long-term strategic partnership with a $46 billion wealth management firm in the UK. The technology firm has developed a wealth platform for Tilney Bestinvest, which manages assets for private clients, charities and financial advisers. ...

CFS to integrate with IRESS

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2016
Colonial First State has appointed IRESS to provide back-end technology for its FirstWrap platform. CFS will implement IRESS Portfolio System (IPS) technology onto its managed accounts solution in a bid to satisfy growing adviser demand. CFS acting ...

IRESS acquires super software provider

KERRIE SYDEE  |  MONDAY, 26 SEP 2016
IRESS has entered an agreement to acquire an established Australian superannuation software business for a total purchase price of up to $90 million. The agreement will see IRESS acquire Financial Synergy, with the transaction expected to be complete ...

IRESS to buy data provider for $14m, hire 118 staff

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
IRESS has entered into an agreement to acquire a South African market data and analytics provider. Subject to commercial arrangements, IRESS will acquire INET BFA for $14 million; the company is currently owned by publisher Media24. Following the purchase ...

IRESS integrates stockbroking tool

ALEX BURKE  |  WEDNESDAY, 31 AUG 2016
IRESS has integrated a stockbroking service into its Private Wealth Management platform. OpenMarkets will now provide clearing and execution services through the IRESS platform. This will enable advisers to generate bulk orders for client portfolios ...