IRESS appoints new Group Executive, Financial Markets

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IRESS has strengthened the leadership of its Financial Markets business with the appointment of Matthew Rady as its new Group Executive, Financial Markets. Reporting directly to Chief Executive Officer, Andrew

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Key findings of the 2013 Investment Trends Planning and Advice Applications Report

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XPLAN is the top rated Australian planning application for 2013 and AdviserNETgain is the top rated Hybrid planning/platform application. FOFA development has been completed and software vendors are now focusing

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Professional investment services successfully implements xplan

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Professional Investment Services and IRESS have successfully implemented XPLAN as a white-label Future of Financial Advice (FOFA) compliant solution for the Professional Investment Services network. The Professional Investment Services –

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Investment Trends 2013 Planner Technology Report

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Key findings of the Investment Trends 2013 Planner Technology Report: XPLAN continues to lead the planning software market with the largest number of adviser relationships Midwinter has the highest satisfaction

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IRESS delivers Australia’s preferred solution for FoFA fee disclosure

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Advice businesses representing more than 8,000 advisers have embraced IRESS’ XPLAN-­‐CommPay solution to meet Fee Disclosure Statement (FDS) obligations imposed by the Future of Financial Advice (FoFA) reforms. Amongst these

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XPLANtouch app launched

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IRESS is pleased to announce the launch of the XPLANtouch app for advisers. It follows on from the successful launch of a similar app for clients in late 2012. Andrew

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Airlie implements IRESS portfolio system

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IRESS announced today that Airlie Funds Management (Airlie) has implemented the IRESS Portfolio System (IPS). Airlie is the newly formed boutique investment management firm headed by former head of equities

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FPA champions Professional Leadership

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August and September continues a packed calendar of professional events throughout Australia with a sporting twist. The Financial Planning Association (FPA) will host a number of sporting champions to share

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XPLAN announced as Australia’s leading advice technology again

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IRESS’ XPLAN continues to lead its competitors on overall planning functionality, according to the latest report from industry researcher Investment Trends. The 2011 version of the Investment Trends Planning Software

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Aviva launches off-platform SMA using IRESS technology

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Aviva Investors (Aviva) has partnered with leading financial services technology provider, IRESS Market Technology (IRESS) to launch Aviva Investors Direct SMA (Direct SMA). Aviva’s Head of Retail, Andrew Peterson, said

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