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Showing 1 - 10 of 192 results for "Xplan"

Iress sharpens tech integration to reduce adviser admin burden

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Iress is building a structured pathway for technology providers to connect with Xplan, its financial planning and wealth management software, helping ease administrative burden on advisers. Iress said the refreshed model moves away from open integration ...

Iress bets on AI as business transformation moves forward

KARREN VERGARA  |  MONDAY, 17 AUG 2026
... region, reported a 4% rise in revenue to $68.2 million. Updating on Iress' partnership with Thoughtworks and its plans for Xplan, Russell said work is focused on making the platform faster and improving overall performance. "We've got some tactical ...

Iress names chief tech officer to lead AI transformation

RIDDHIMA TALWANI  |  THURSDAY, 14 MAY 2026
... productivity and support new revenue opportunities for wealth providers. Iress will implement the changes, starting with Xplan, its software offering for advisers to manage client operations. "Iress has strong and enviable technology foundations and ...

Iress inks partnership to embed AI across platforms

RIDDHIMA TALWANI  |  THURSDAY, 7 MAY 2026
... usability and the depth and flexibility needed to support complex advice. Iress will implement the changes, starting with Xplan, its software offering for advisers to manage client operations. "It strengthens our ability to deliver better outcomes for ...

Capstone launches back office service for self-licensed advisers

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... provides full support to self-licensed advisers, from setting up their AFSL to revenue management, compliance, research, Xplan, marketing and more, it said. It includes options for one-off services such as website development, marketing support or coaching ...

Iress fills APAC wealth role from within

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
... next chapter," Wall told his LinkedIn network. In the role, Wall said he would focus on strengthening Iress's flagship Xplan advice platform through a modernisation program, with particular emphasis on improving user experience while preserving the ...

BT, Challenger to deliver retirement income suite

ANGELIQUE MINAS  |  MONDAY, 2 FEB 2026
... solutions for advisers. In partnership with Challenger, IRESS will introduce new retirement modelling capability through its Xplan software, which would create a streamlined process for advisers to compare different income strategies. BT chief executive ...

Challenger, Iress partner for retirement income solution

ELIZA BAVIN  |  TUESDAY, 28 OCT 2025
... financial advisers to better serve their clients as they approach retirement. The solution will be built on Iress' existing Xplan infrastructure, using its current capabilities for an integrated advice journey specifically for lifetime retirement income ...

Aware Super launches new features for advisers

MATTHEW WAI  |  TUESDAY, 9 SEP 2025
... help simplify and enhance advisers' efficiency, allowing them to receive a direct data feed from Aware Super into their Xplan platform, while clients can authorise transactions through the Aware Super app. Meanwhile, registered advisers can initiate ...

Iress hunts for new chief, takeover talks progress

KARREN VERGARA  |  MONDAY, 18 AUG 2025
... focus on strategic growth opportunities as Mitchell moved up the ranks. At the same time, Jason Hoang, the co-founder of Xplan, exited the firm. The leadership update comes as Blackstone and Thoma Bravo express interest in acquiring Iress. The company ...
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