Iress adds AI adviser assistant integration to Xplan
- Thursday, 25 July 2024
- Articles
Iress has added integration with artificial intelligence-powered adviser assistant tool PlannerPal to its cloud-based advice and wealth management software Xplan.
Read more...Iress appoints new UK executive managing director
- Monday, 08 July 2024
- Articles
Fintech and back office system provider Iress has promoted Alistair Morgan to a newly-created role of executive managing director - UK.
Read more...Iress to sell Pulse portfolio software arm
- Thursday, 09 May 2024
- Articles
Fintech Iress is to sell its Pulse portfolio management software to SecuritEase Holdings UK Limited, part of New Zealand-based SecuritEase group.
Read more...New adviser CRM aims to challenge the market
- Monday, 04 March 2024
- Articles
A new adviser CRM has been launched to challenge the likes of established CRM firms such as Intelliflo, IRESS and Time4Advice.
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