Iress partners with Findex
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.”
AUTHOR
Liam Cormican
Recommended for you
AMP non-executive director Kathleen Bailey-Lord and Iress non-executive director Susan Forrester have been appointed to the national board of the Australian Institute of Company Directors.
Wealth manager JBWere has announced the launch of two fixed income strategies for wholesale clients, backed by UBS Asset Management.
Firetrail Investments has confirmed the departure of four executives over the last quarter, including head of investment strategy Anthony Doyle.
Ares Management has announced a new offering aimed at providing Australian wholesale clients, investors access to its private equity investment strategies, anchored in secondary investments.
