IRESS boosts XPLAN software
Commenting on the introduction of iAssist, IRESS UK executive general manager (wealth), Mark Loosmore said the new functionality would allow rapid real-time response for users and eliminate the need for screen-sharing software or use of multiple username and password details.
“iAssist balances our desire to further improve user experience [and] help clients continue to increase business efficiency,” he said.
“Having the right technology with the right customer service in place is essential.”
To use XPLAN iAssist, users are granted a securely-generated token within the new system, which allows for simpler access to personal XPLAN sessions.
Recommended for you
ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year.
Sharing his reasoning in joining the FSC board, WT Financial managing director, Keith Cullen, believes “product and advice cannot be separated” from each other in the current environment.
The Emerge Foundation, a charity run by financial advisers and fund managers, has announced a scholarship program to help veterans transition into tertiary education.
In an open letter, Sequoia chief executive Garry Crole has hit out against shareholders “with a personal axe to grind” as he fights for his job ahead of an EGM.
