The new technology integrations will improve the back-end operations across its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms.
IRESS, the financial services software provider, has acquired UK-based O&M Systems, which provides pension and investment data comparison tools to ...
Iress will release the first of several planned updates to thousands of users from Friday August 2, to make Xplan ...
New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space.
Practifi has announced its integration with XPLAN in a bid to help advisers manager compliance and efficiency issues.
New comprehensive advice solution, CCUBE Integrated Wealth, has launched as an alternative to adviser-favourite, XPLAN.
As planners show growing interest in wanting to pick and choose parts of different technology systems, IRESS has announced changes ...
Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single ...
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement.
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
