Iress launches integration partnership and welcomes PlannerPal

Expects to onboard maximum of four partners per year

Isabel Baxter
clock • 3 min read

Technology provider Iress is launching the Iress Partnership, an initiative aiming to enhance its UK wealth business through “tightly aligned, high impact” integrations with select third-party technology providers.

In a press release shared today (16 June), the firm said that rather than just enabling interoperability, the Iress Partnership is about "building solutions together – from initial concept through to delivery". "This new approach encourages innovation and client flexibility while retaining Xplan's reputation for stability and leadership," Iress said. The first firm to join the Iress Partnership is PlannerPal, an artificial intelligence (AI)-powered platform "purpose-built for modern financial advice and wealth management workflows". Connected via enhanced access to Xplan APIs, Plan...

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Isabel Baxter
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Isabel Baxter

Senior Reporter at Professional Adviser

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