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Showing 41 - 50 of 100+ results for "Iress"

Iress to deliver DDO solution

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... manner and financial products must be designed according to the objectives, financial situation and needs of the consumers. Iress chief commercial officer Michael Blomfield said the impact of the legislation is broad and there is no solution for the ...

Australia to echo UK advice growth

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... closely with Intelliflo to roll out the offering. Intelliflo's Intelligent Office software platform will come up against IRESS as it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led ...

Iress names chair, profit slides

ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
... bank North Ridge Partners. "I've been fortunate to help build a number of software companies during my career. I consider Iress to be a remarkable Australian success story, and am looking forward to contributing to its journey," Sharp said. Commenting ...

Iress hires head of corporate development

KANIKA SOOD  |  TUESDAY, 16 FEB 2021
Iress has hired a former AMP corporate development director for a new role that reports to its chief executive Andrew Walsh. Warwick Angus has been appointed Iress's head of corporate development and market infrastructure. Angus's role will include ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... closely with Intelliflo to roll out the offering. Intelliflo's Intelligent Office software platform will come up against IRESS as it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated ...

Investment Trends hires head of strategy

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
... November 2020, the firm named Sarah Brennan as chief executive, replacing Michael Blomfield who left two months earlier to join Iress. Brennan said Tunny brings a wealth of experience and expertise to lift Investment Trends to the next level. He has ...

Investment Trends names new head of research

ELIZA BAVIN  |  FRIDAY, 29 JAN 2021
... Investment Trends team, having joined in November 2020 from BMFS Consulting. Brennan replaced Michael Blomfield who joined Iress last September.

Optimum Pensions partners with Generation Life

KANIKA SOOD  |  TUESDAY, 19 JAN 2021
... solutions. David Orford is the former co-founder of superannuation administration company, Financial Synergy, which was sold to IRESS for about $90 million in September 2016. A year later, in 2017, Orford developed a white-labelled solution for superannuation ...

OneVue expands access on Xplan

ANNABELLE DICKSON  |  THURSDAY, 17 DEC 2020
... The platform will increase the access to managed funds through quoted managed funds and distribution by integrating with Iress' Xplan. The announcement comes after the completion of Iress' acquisition of OneVue last month and will give access to quoted ...

Iress scores dealer group mandate

JAMIE WILLIAMSON  |  TUESDAY, 8 DEC 2020
A privately owned dealer group home to more than 70 financial advisers has partnered with Iress to provide a streamlined compliance solution. FYG has adopted Iress' data analytics solution, Lumen. The Lumen software scans for risks such as non-compliance ...