8/2/2023 0 Comments Iress xplanIress’ strong track record and innovative approach to technology led us to choose them as a key partner for the future of our financial advice business. After a quick and simple set up, effortlessly import your clients personal and financial information. Our solution complements Findex’s existing technology capability, enabling their advisers to better streamline operations, maximise business opportunities and deliver high impact financial advice.”įindex executive head – wealth, Julian Maloney, said, “Technology is essential to scale our business and deliver a leading client experience. If, for instance, a client has a question on Iresss Xplan software, the client can ask the question in channel. Download IRESS XPLAN and enjoy it on your iPhone, iPad and iPod. Iress also sets up Slack channels with clients. Our software is used by more than 10,000 businesses and 500,000 users globally. Read reviews, compare customer ratings, see screenshots and learn more about IRESS XPLAN. Iress CEO, Andrew Walsh, said, “We’re delighted to partner with Findex to support its strategy of delivering technology-enabled, integrated advice services. Iress is a technology company providing software to the financial services industry. Xplan is award winning financial planning and wealth management software for firms of all sizes - from the smallest IFAs to large networks. Our software is used by more than 10000 businesses and 500000 users. iRESS - Financial Advice Association Australia iRESS Visit website 2023 United Association Roadshow Join us for this brand new Roadshow series of full day events, visiting ten capital and regional city locations. This will leverage the entire range of functionality and capability of Iress Xplan and CommPay. Iress is a technology company providing software to the financial services industry. Were also proud to say that our team includes one of the UKs most experienced Xplan and Iress Client Portal business readiness and training consultants. Iress will support all areas of Findex’s financial advice and risk insurance business with technology that underpins its advice operations, compliance processes, and investment portfolio strategy development. Praemium has today announced it has integrated with Iress to make it easy for advisers to seamlessly initiate new Praemium applications from within Xplan. Iress has announced today that Findex has selected its financial advice software Xplan to increase efficiency and unlock scale across its operations.įindex is one of Australasia’s leading providers of integrated financial advisory and accounting services, with more than 400 partners and advisers supporting over 250,000 clients across Australia and New Zealand.
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