Search ResultsShowing 41 - 50 of 100+ results for "IRESS"
IRESS strikes advice platform partnership
DARREN SNYDER  |  MONDAY, 14 AUG 2017
An ASX-listed wealth management firm has selected an IRESS product to lead an objectives-based and scaled financial advice solution. Diversified financial services group ClearView selected the XPLAN Prime product with an aim to deliver advice more efficiently. ...
ANZ Wealth enhances life insurance process
KARREN VERGARA  |  MONDAY, 17 JUL 2017
... to advisers, having recently integrated software for its insurance, wealth, and advice solutions subsidiary OnePath with IRESS XPLAN , despite signalling in November last year it was selling the division .
IRESS and MainstreamBPO in super admin deal
KARREN VERGARA  |  THURSDAY, 13 JUL 2017
Fund administrator MainstreamBPO announced it will acquire a portion of IRESS' superannuation administration business. IRESS has agreed to divest its superannuation administration business for customer-owned banks and deploy 14 super fund clients to ...
IRESS secures NSX deal
EMMA RAPAPORT  |  WEDNESDAY, 5 JUL 2017
Financial technology provider IRESS is expanding its market reach after teaming up with the National Stock Exchange of Australia. From the end of this month IRESS' stockbroking clients will have access to trade securities listed on the National Stock ...
IRESS to support boutique firm
JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
A new partnership will see IRESS provide portfolio management systems to a boutique investment manager. Acorn Capital will use the IRESS Portfolio System (IPS), selecting it for the efficiencies provided by its integrated portfolio management and trading ...
IRESS partnership aids RG 97 compliance
KARREN VERGARA  |  WEDNESDAY, 31 MAY 2017
Financial technology provider IRESS announced a partnership that will help clients analyse trades efficiently and become more RG 97 compliant. Clients of both IRESS and global financial technology company ITG will benefit from a faster and more comprehensive ...
IRESS head of super retires
EMMA RAPAPORT  |  THURSDAY, 25 MAY 2017
IRESS' managing director of superannuation will retire from the financial technology provider at the end of September 2017. Stephen Mackley was previously the chief executive of Financial Synergy - the superannuation technology business acquired by ...
New data feeds will save advisers time: ANZ
EMMA RAPAPORT  |  WEDNESDAY, 10 MAY 2017
... is hoping to increase adviser efficiency with the introduction of data feeds from integrated financial planning software IRESS XPLAN to ANZ's OneCare quoting software. The new data feeds will pre-populate OneCare's Illustrator software with quote information ...
IRESS readies industry for super reforms
EMMA RAPAPORT  |  WEDNESDAY, 19 APR 2017
Financial technology provider IRESS is assisting administrators and financial advisers to respond to the introduction of the superannuation laws with several updates. IRESS' superannuation administration platform, Acurity, and its financial advice technology ...
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 ...
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