Iress partners with Ensombl on advice tech skills
Iress and Ensombl have partnered up to strengthen the technology skills of financial advisers and paraplanners through a new initiative.
The partnership will see Ensombl’s community platform create a dedicated Iress space as a resource for advice professionals looking to upskill their technology knowledge.
Specifically, Iress experts will release new content on the platform, such as providing practical tips and support on how to enhance their adoption of Xplan, and will facilitate discussions while directly answering advisers’ questions.
The experts will also share insights and guidance on optimising technology to strengthen operational efficiency and boost productivity in an advice practice.
According to Iress, the partnership reaffirms the software provider’s commitment to helping Australian advisers effectively harness the benefits of technology.
Commenting on the initiative, Kelli Willmer, Iress’ executive general manager for wealth, said: “The team at Ensombl have done a great job building a highly collaborative, independent community of like-minded advice professionals.
“We’re proud to join them to support the advice industry to improve its tech know-how, as well as provide another touchpoint for our clients to see how they can improve their ways of working through the best practice use of Xplan.”
Willmer has observed through Advisely, Iress’ community platform launched late last year, the significant demand for content and support on how to level up efficiency as an advice professional.
“We look forward to extending this support through the Ensombl community,” she added.
Emily Jenkins, Ensombl’s chief product officer, commented: “Ensombl’s purpose is to ensure genuine advice problems help shape the innovation delivering new marketplace solutions. One of the first steps on the journey to efficiency is for advisers to extract maximum output from technology and processes they already have in place.”
With Xplan already being used extensively by advice businesses within the Ensombl network, Jenkins said launching the dedicated space will open up a direct communication channel between frontline users and Iress’ expertise.
“Making such support so easily accessible should prove empowering for Xplan users and those seeking greater efficiency. Furthermore, the space provides a forum via which Iress can harness the wants and needs of progressive advice practices and reflect them in their future product roadmap,” she remarked.
Earlier this week, Iress signed a three-year extension of agreement with Count, enabling the financial services firm to continue using Xplan to support its growth ambitions.
Within this partnership, Iress will also work alongside Count to offer professional development programs and events to strengthen the efficiency and effectiveness of Count’s advisers.
AUTHOR
Jasmine Siljic
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