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Showing 231 - 240 of 423 results for "Iress"

Dion Global targets IRESS market share with new platform

MARK SMITH  |  MONDAY, 6 JUN 2016
Captial markets fintech Dion Global is attempting to carve out a portion of IRESS's market share with the launch of a new retail trading platform, TCPro. The new system gives retail traders institutional-level capabilities they can't currently access ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
... in the back office because advisers have to re-key the same information multiple times. A new deal between netwealth and IRESS plans to change that. Platform provider netwealth and software solutions group IRESS are offering advisers 'straight-through ...

Rubik appoints head of wealth from IRESS

ALEX BURKE  |  TUESDAY, 16 FEB 2016
Rubik Financial has appointed an IRESS veteran to the new role of head of product - wealth. Now reporting to Rubik group executive - product David Flynn, Emily Chen joins the financial services software provider from IRESS, where she was product manager ...

IRESS creates new senior product role

MARK SMITH  |  MONDAY, 15 FEB 2016
IRESS has promoted one of its own product specialists to its new product executive, wealth management role. Jacqui Lennon will be responsible for IRESS' wealth management product strategy in Australia and internationally. Lennon joined IRESS in July ...

IRESS creates new senior product role

MARK SMITH  |  MONDAY, 8 FEB 2016
IRESS has promoted one its executive to the new role of group executive - product. Aaron Knowles, who has been with the company since 2004 and was previously executive general manager product - wealth, will take responsibility for all product functions ...

IRESS acquires UK fintech businesses

LAURA MILLAN  |  WEDNESDAY, 16 SEP 2015
IRESS has acquired two financial technology businesses based in the United Kingdom as part of the strategy to develop its operations there. One of the businesses is Proquote Limited, a provider of trading, market data and connectivity solutions, owned ...

Planners continue insurer switches

DARREN SNYDER  |  TUESDAY, 25 AUG 2015
... were OnePath, AIA Australia, BT Life and TAL. The top three risk software providers by planner satisfaction were XPLAN (IRESS), COIN and Midwinter. "Insurer relationships remain in a state of flux," Choi said. "While planners are stopping use of insurers ...

IRESS sees profit in wealth management

DARREN SNYDER  |  THURSDAY, 20 AUG 2015
Financial planning software provider IRESS has recorded a 10% profit increase in its Australia and New Zealand wealth management division over the past six months. The half-year result reflects continued demand in the wealth management segment with ...

IRESS partners with global broker

STAFF WRITER  |  MONDAY, 17 AUG 2015
IRESS will provide its order management system (IOS) to a global independent agency broker which is growing its presence in the Australian market. Olivetree Securities is the Australian operation of Olivetree Financial, an independent agency broker ...

IRESS acquires boutique firm

LAURA MILLAN  |  THURSDAY, 4 JUN 2015
IRESS will embed relevant content for financial advisers and their clients to its wealth management solutions after acquiring a personal finance content provider. Innergi is an Australian-based business that enables financial advice practices and superannuation ...