Articles tagged with 'IRESS'

IRESS expands into Asia

01:12 PM | Iress has acquired Singapore-based independent software provider SENTRYi, a company offering multi-lingual investment planning tools for the Asian marketplace.


Asteron joins IRESS insurance premium validation service

8 December 2009 | Asteron's Lifeguard risk product range is the most recent addition to IRESS' real-time insurance premium validation service.


XPLAN customisation just another service, says IRESS

16 November 2009 | Consultancy companies that customise the XPLAN financial planning software system are simply offering a service, although there is a concern that those without the requisite knowledge could damage the brand.


Financial planning software: Incumbents defending their ground

19 October 2009 | Some financial planning companies and dealer groups may have opted to develop their own planning software, but Money Management research reveals this is proving no threat to the market dominance of the majors.


Centric Wealth switches to Xplan software

14 August 2009 | Move comes after restructure of back-office and review of research processes.


Planners resort to DIY software

2 July 2009 | Dealer groups dissatisfied with financial planning software are creating their own or purchasing programs from practices marketing their own internally used software.


Live data feeds dead on arrival

24 June 2009 | Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial planning software systems.


Software spend mirrors shift to insurance

14 May 2009 | According to Iress, wealth management companies are cutting back on software subscriptions, but subscriptions into insurance-based software are on the rise.


Risk insurance: advisers need choices

3 March 2009 | Platform providers must increase the number of risk products on their platforms as advisers look to insurance to provide a greater source of revenue for their businesses in 2009, according to Investment Trends principal Mark Johnston.


Iress strong despite downturn

23 February 2009 | Financial services software provider Iress has defied the general market downturn to post a 24.4 per cent increase in group profit after tax of $48.5 million.


ASX boosts stake in IRESS

23 October 2008 | Continues longstanding investment.


Integrated mortgage qualification tool in pipeline

14 May 2008 | Iress acquisition likely to result in innovative new service.


Future of fee disclosure

8 November 2007 | New technology dramatically reduces time needed to produce Statements of Advice.


IWL set to sell Visiplan

30 March 2007 | Wealth management infrastructure solutions provider IWL has shown the first signs it will sell off its financial services software arm, Visiplan, to IRESS Market Technology, with the group stating it plans to finalise the transaction this April.


1MMFPAAFAmerger Do you support a merger of the Financial Planning Association and the Association of Financial Advisers?
 
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