Build relationships that transform your business. Helping you find & apply for the right products for your clients. Advisers are able to key in customer and loan criteria to product a personal quote summary document. It helps to reduce administration, maximise business opportunities and deliver high impact financial advice. Faster, smarter trading for firms of every size. Across the globe, the way we live, work and play has shifted dramatically—from telemedicine to grocery shopping and how we connect with others, this year has been the forcing hand to go digital. Iress will deliver its solution prior to the commencement of DDO. Standard Bank tell us how they found a competitive edge to better serve today’s discerning trader with Iress. Confirm that you’re a UK financial adviser. Embracing this digital disruption by investing and developing a mobile-first strategy is, and will continue to be, pivotal to creating a competitive edge in the trading space. Unipass. Technology for investment and portfolio management and execution. CPN Investment Management talks about making the leap from Adviser Office to Xplan and why they aren’t looking back. How can you future proof your organisation in Asia and stay ahead of the pack? A better mortgage experience for everyone. IOOF has confirmed that the termination of its platform relationship with BT cost $8.1 billion. Suitable across advice spectrum—from simple through to comprehensive and complex. It then displays results detailing lenders who will accept Your brand. Adviser technology and wealth management solution Xplan has enabled quick and efficient client decision making. Find out more. Wingate Financial Planning tell us how Xplan helps them focus on the right things. ... “We want these politicians going back to ‘head office’ assisting our cause through fear of losing their seat,” he said. With confidence in their value proposition and a strategic technology partnership with us, business is looking good. This enables us to provide the seamless execution of investment advice from Xplan," he said. Unipass is the industry standard security solution for the life and pension industry, giving you access to Online Services from dozens of providers. Open API architecture for your own tech eco-system with Xplan at the centre. Fund administration to member advice - and everything in between. Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. Finding a better way to deliver their service digitally, with Iress' Client Portal and Digital Signatures. Find out what's making their clients say 'wow!'. View today’s IRE share price, options, bonds, hybrids and warrants. Iress is a technology company providing software to the financial services industry. When you’re balancing the commercial need for efficiency and profitability, plus compliance and risk management, you still need to deliver quality service and outcomes for your clients. Our software is used by more than 9,000 businesses and 500,000 users globally. After using our Xtools software for cashflow planning alongside Intelligent Office (iO), efficiencies were being lost. Scalable and built for advice businesses of all sizes, all models and all types of advice. To make your call to the adviser service centre as quick as possible, please make sure you have the following client information to hand: ... IRESS Exchange. Read more. ... You can also use Assureweb or IRESS Exchange if you have an existing account. Invalid password: this word has been flagged as unsuitable for use as a secure password. Registered Office at Craigforth, Stirling FK9 4UE. CPN Investment Management talks about making the leap from Adviser Office to Xplan and why they aren’t looking back. O&M Systems joins international technology provider Iress We’re delighted to announce that on 10 March 2020, O&M Systems was acquired by Iress. Supports all advice delivery models to engage prospects—retail, face to face, online and telephone. Build relationships that transform your business. Software for financial planning? Keep up to date with new developments at ASX. The year 2020 changed us in more ways than one. With Xplan this business is seeing visible benefits. Iress is a technology company providing software to the financial services industry.Our software is used by more than 9,000 businesses and 500,000 users globally. Welcome to IPSX, the world’s first regulated stock exchange for real estate enabling asset owners to raise capital and for investors to invest in listed companies that own individual real estate assets and multiple assets with commonality. Helps to reduce compliance risks, streamline processes, improve efficiencies, and convert more leads for your practice. It's all changed with Xplan. Software for every type of financial services business. Technology provider Iress has expanded its offering to brokers by launching a life insurance quote engine solution that aims to help with adviser digitalisation strategies. AIOFP takes adviser fight to pollies. Iress chief executive Andrew Walsh said the integration of OneVue is underway following the acquisition in November. Users of the Iress equity release platform The Exchange will now be able to see real-time rates for Aviva’s equity release products. The function is available now and is … Winner, Professional Paraplanner Award for Best Back Office System, 2019. We've got it covered. Low cost tailor-made execution, clearing & settlement solutions for the Australian financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally. Trading by its very nature is often hectic and uncertain—throw a global crisis into the mix and we are brought to a new level of unknown. Looking for a better way, this business switched to Xplan to get much more from their back office solution. Faster, smarter trading for firms of every size. Insurance research and comparison software. Unrivalled breadth and depth of functionality in one platform. "We are combining the largest provider of adviser and trading software in Australia with the largest unlisted fund registry in the country. After moving from Adviser Office to Xplan they say it's one of the best decisions they've made. Registered number SC212640. Mortgage sourcing, advice and protection on one simple platform. Iress is a technology company providing software to the financial services industry. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer … Hear how Xplan has driven profitability and helped them achieve their growth objectives. Knowledge Bank and Iress say they have combined to provide brokers with "the UK’s very first, fully-integrated product and criteria" database. After moving from Adviser Office to Xplan they say it's one of the best decisions they've made. Iress is a technology company providing software to the financial services industry.Our software is used by more than 9,000 businesses and 500,000 users globally. Whether you're a Wealth Management Specialist, Financial Planner, Accountant, SMSF Advisor, or AFSL Holder we can customise and brand a … Your way. Rated Australia's best by Investment Trends for 12 consecutive years. Those in the trading and investment management industry are no exception. "Iress has significant experience in the collection and distribution of managed fund data. Iress is an international technology company providing software to more than 9,000 financial services organisations and 500,000 users in the UK, APAC, North America and Africa. Manage the entire advice process from discovery, right through to implementation and ongoing review—accessing powerful modelling tools and product information. We've also previously helped clients meet similar obligations in the United Kingdom and Europe through the MiFID II … Flexible, configurable and modular to fit business requirements. Advertisement Advertisement “The Coalition has only a three seat margin from 2019, [so] it will be a close election again.” ... Iress … The system allows brokers using Iress Xplan software to input client requirements just once using a single login. Giving you greater choice, flexibility and connections. With Xplan we can save 10-15 hours in onboarding clients. From the start, this team knew that choosing the right technology was critical. With all client data and documentation stored in a single system, the at-a-glance dashboard allows for full workflow management capability and comprehensive reporting for easier, and more cost-effective, business and revenue management.