Iress adds AI adviser assistant integration to Xplan
- Thursday, 25 July 2024
- Articles
![Iress is a technology company providing software to the financial services industry.](/media/k2/items/cache/af9bff92cc03703d3bd16d616290afd6_Generic.jpg)
Iress has added integration with artificial intelligence-powered adviser assistant tool PlannerPal to its cloud-based advice and wealth management software Xplan.
Read more...Fintechs team up to aid legacy system transfers
- Tuesday, 18 June 2024
- Articles
![Last year GBST relaunched its Composer wealth platform and rebranded to signal a new direction for the business](/media/k2/items/cache/fa3c523234d723efddba60c2c7a77cc0_Generic.jpg)
Wealth management platform provider GBST and fintech Wipro have partnered to launch an end-to-end administration service for firms transitioning from legacy IT systems.
Read more...9 in 10 advisers expect AI to impact their jobs
- Thursday, 23 May 2024
- Articles
![Heather Hopkins, managing director of NextWealth](/media/k2/items/cache/fbdbb210283c209ef4bd483310db111b_Generic.jpg)
Nine in 10 financial advisers expect increased speed and operational efficiency from the use of AI, according to a new report.
Read more...Saltus adds FinCalc digital Planning tools
- Wednesday, 22 May 2024
- Articles
![FinCalc's website](/media/k2/items/cache/cf1987df6dcc31402848af7333ef8331_Generic.jpg)
Wealth manager Saltus has partnered with fintech FinCalc to develop a range of digital tools for its clients and advisers.
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