Emily Jenkins

Iress has announced a new partnership with Ensombl aimed at strengthening support for its community of advisers and paraplanners. The partnership reaffirms Iress’ commitment to helping Australian financial advice professionals improve efficiency through the best practice use of technology.

The partnership will see a new dedicated Iress Space created on the Ensombl community platform, offering a valuable resource for advisers and paraplanners to upskill their tech knowledge. Through this initiative, Iress experts will drive conversations via new content, facilitating discussions and addressing advisers’ questions directly, as well as provide practical tips and support to optimise their usage of Xplan. Additionally, these experts will also take part in the broader community discussions across the Ensombl platform, sharing insights and guidance on leveraging technology to enhance operational efficiency and boost productivity.

Iress’ Executive General Manager – Wealth, Kelli Willmer, said: “The team at Ensombl have done a great job building a highly collaborative, independent community of like-minded advice professionals. We’re proud to join them to support the advice industry to improve its tech know-how, as well as provide another touchpoint for our clients to see how they can improve their ways of working through the best practice use of Xplan.

“We’ve seen through Advisely there’s a huge appetite for content and support on how to level up efficiency. We look forward to extending this support through the Ensombl community.”

Ensombl’s Chief Product Officer, Emily Jenkins, said: “Ensombl’s purpose is to ensure genuine advice problems help shape the innovation delivering new marketplace solutions. One of the first steps on the journey to efficiency is for advisers to extract maximum output from technology and processes they already have in place.

“Xplan is used extensively by many advice practices within our network, and launching the Space opens up a direct communication channel between frontline users and the technical expertise of Iress. Making such support so easily accessible should prove empowering for Xplan users and those seeking greater efficiency. Furthermore, the Space provides a forum via which Iress can harness the wants and needs of progressive advice practices and reflect them in their future product roadmap.”

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Count is one of Australia’s leading networks of integrated accounting and wealth services firms, with over 550 advisers servicing approximately 130,000 clients across the country following its recent strategic acquisition of Diverger Limited. Count has been an Xplan client since 2011, and in reviewing its technology ecosystem wanted to ensure it was partnering with the right provider to support its growth ambitions in a scalable and reliable way, while driving the highest-possible levels of efficiency.

Xplan was re-selected based on its depth, efficiency and productivity. Additionally, Iress will also be working in partnership with Count with the provision of professional development programs and events to increase the efficiency and effectiveness of Count advisers.

Iress’ Executive General Manager, Wealth APAC, Kelli Willmer, said: “We’re proud to extend and grow the relationship we’ve built with Count over more than a decade. Count has strong growth ambitions, and we’re delighted to provide the advice technology infrastructure to support this.

“We’re also pleased to work with Count on optimising their use of technology to drive efficiency and profitability for their advisers. We look forward to continuing to work closely with key customers like Count to evolve our software and service offerings, empowering them to deliver an exceptional experience for their advisers and clients.”

Count’s Group Head of Advice, Andrew Kennedy said, “Count is Australia’s leading provider of integrated accounting and wealth services, something we can only achieve and deliver with the right processes, infrastructure and technology partner.

Xplan has been our client servicing hub of choice for many years to ensure our network of financial advisers are supported with the most powerful, efficient and secure tools in the market. We know that with Xplan, we can continue to grow at scale and with efficiency while Iress as our partner will continue to listen and improve the product to match our needs.”

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