XPLAN

ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Technology

ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Gives financial advisers ‘even greater’ access to data

clock 28 November 2024 • 2 min read

Technology

Iress acquires data firm O&M Systems

Fintech buyout

clock 17 March 2020 • 1 min read

Technology

IRESS launches 'next generation' customisable client portal

Free for XPLAN users

clock 25 October 2018 • 2 min read

Technology

IRESS offers advisers 'seat at development table'

75 advisers involved in IRESS Labs

clock 06 August 2018 • 1 min read

Software

IRESS offers advisers 'seat at the development table'

75 advisers involved in IRESS Labs

clock 03 August 2018 • 1 min read

Regulation

IRESS launches MiFID II alert on XPLAN

'Automate the process'

clock 16 October 2017 • 1 min read

Technology

Towry uses Iress software to manage back office

Towry has taken on Iress's Xplan business software solution to manage client data in its back office.

clock 20 February 2013 •

Technology

Tech: Why the Australian market is leading the way

Sesame Bankhall Group's head of adviser technology, James Stevenson, explains how the experience of financial advisers in Australia is helping drive technology innovation in the UK.

clock 28 March 2012 •