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Search ResultsShowing 1 - 4 of 4 results for "Emily Chen"
Praemium improves on-boarding
KARREN VERGARA  |  WEDNESDAY, 18 NOV 2020
... our clients and create a highly efficient end-to-end digital application process." Iress product executive for wealth Emily Chen said: "We're pleased to be able to offer direct account integration between Xplan and Praemium as part of our ongoing focus ...
Iress announces changes to Xplan
ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... real-time updates, access to support, and tips from product experts and other Xplan users globally. Iress product executive Emily Chen said: "Our users tell us they know Xplan has deep and powerful functionality but there was an opportunity to make it ...
IRESS partners for client engagement
JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
... return all records of meetings directly to the client's file in XPLAN. IRESS product executive, wealth management, Emily Chen said clients are seeking engagement across a variety of channels and the integration of SuiteBox with XPLAN increases adviser's ...
Rubik appoints head of wealth from IRESS
ALEX BURKE  |  TUESDAY, 16 FEB 2016
... 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 for XPLAN. She has also held senior ...
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