Iress partners with Findex

iress/Andrew-Walsh/Findex/

7 February 2022
| By Liam Cormican |
image
image
expand image

Findex has selected Iress’ financial advice software Xplan to increase efficiency and unlock scale across the integrated financial advisory and accounting services’ operations.

Iress said it would support all areas of Findex’s financial advice and risk insurance business with technology that underpinned its advice operations, compliance processes, and investments portfolio strategy development.

“This will leverage the entire range of functionality and capability of Iress Xplan and CommPay,” Iress said.

Iress chief executive, Andrew Walsh, said: “We’re delighted to partner with Findex to support its strategy of delivering technology-enabled, integrated advice services.

“Our solution complements Findex’s existing technology capability, enabling their advisers to better streamline operations, maximise business opportunities and deliver high impact financial advice.”

Findex executive head – wealth, Julian Maloney, said: “Technology is essential to scale out business and deliver a leading client experience.

“Iress’ 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.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 month 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 3 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 2 days ago

The Federal Court has made interim orders to freeze the assets of a managed investment scheme, its responsible entity, and a director....

1 month ago

TOP PERFORMING FUNDS