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.”
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