IRESS renews NAB agreement
IRESS will continue to supply financial planning software to National Australia Bank's advice channels under a renewed multi-year agreement.
The new agreement will see the rollout of XPLAN to the entire NAB and MLC network of more than 4000 users in branches and self-employed networks over the next 18 months, starting from this month, according to IRESS managing director Andrew Walsh.
As part of the agreement, IRESS' client engagement solution 'Engage' has been deployed and will initially be used by MLC's Plum business to provide scaled advice over the phone to corporate super members.
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