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Search ResultsShowing 51 - 60 of 73 results for "Andrew Walsh"
IRESS launches UK wealth management division
RACHEL DAVIS  |  TUESDAY, 15 NOV 2011
... to deliver a premier localised offering is unique and significant for both parties," said IRESS Managing Director, Andrew Walsh.
AXA adopts new wealth platform
RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
... AXA's needs and opportunities and on our ability to deliver solutions that fulfil the needs of AXA advisers," said Andrew Walsh, IRESS Managing Director. IRESS works with clients and industry participants to provide market analysis, trading, advice and ...
Commonwealth Private access IRESS
ALISON BEVEGE  |  THURSDAY, 21 JUL 2011
... advisers connected to the bank with a system that meshes the data from the bank's internal systems with client data. Andrew Walsh, managing director of IRESS, said his firm had honed the system for the needs of the private wealth advisers, providing ...
Advisers freed from duplicate work
ALISON BEVEGE  |  TUESDAY, 19 APR 2011
... It sends eApplications directly from the XPLAN desktop to Colonial's FirstChoice Platform. IRESS managing director Andrew Walsh said it previously took about half an hour to re-type each client's application. Instead it will now take minutes. "It will ...
Count selects Lonsec and IRESS
RUTH LIEW  |  MONDAY, 25 OCT 2010
... the technology that ensure the [opt-in information] is up to date, and recording how clients have opted in," said Andrew Walsh, managing director of IRESS. "The [opt-in] regulation on advisers isn't clarified yet, but it's something we'll be working ...
IRESS adds Asteron
COMPANY RELEASE  |  TUESDAY, 8 DEC 2009
... launching with integration to CommInsure's premium engine. Soon after, validation of Zurich risk products was added. Andrew Walsh, managing director of IRESS, said that "the introduction of our premium validation framework has garnered very strong interest ...
Walsh takes up IRESS reins
RUTH LIEW  |  FRIDAY, 28 AUG 2009
Andrew Walsh, current head of IRESS' wealth management division, has been appointed managing director of the tech firm and will assume duties before the end of 2009. Walsh has been selected by IRESS' board to succeed Peter Dunai, the current managing ...
Centric Wealth signs on XPLAN
COMPANY RELEASE  |  FRIDAY, 14 AUG 2009
... applications from multiple vendors into a single adviser desktop, XPLAN, for its advice business and operations. Andrew Walsh, general manager of IRESS Wealth Management, said the move will help Centric Wealth save on direct overhead costs. "IRESS demonstrated ...
Better insurance tech from IRESS
COMPANY RELEASE  |  THURSDAY, 16 JUL 2009
... including data feeds, accurate productcomparisons and pre-populated online applications". This trend, according to Andrew Walsh, General Manager IRESS Wealth Management, has become more apparent as advisers seek to provide more regular, and even online ...
XPLAN tops planners' list
RUTH LIEW  |  TUESDAY, 3 MAR 2009
... advisers are seeking simplicity and efficiency, and are strongly focused on enhancing client relationships," said Andrew Walsh, general manager of IRESS' wealth management software division. "Wealth management and protection operations require tightly ...
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