IRESS

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IRESS - MiFID II Costs and Charges - getting practical

4th October 2017

MiFID II will significantly change the way costs and charges are disclosed to investors, affecting all provide investment services. So if you are a financial planner, wealth manager, asset manager, discretionary manager or a stockbroker acting on behalf of retail investors you will need to disclose all associated costs and charges. We have laid...
Mortgages - Joining up mortgage distribution

5th July 2017

IRESS integrated mortgage sales & originations solutions and mortgage distribution solutions
IRESS Trading and Market Data - ViewPoint

5th July 2017

Real-time market data, trading and charting tools, push notifications and alerts. Works seamlessly across desktop, laptop, tablet, smartphones and wearables
How can wealth managers deliver personalised service at scale

5th July 2017

A panel of experts from IRESS, EY, and Signia Wealth discuss how wealth management firms can provide a client service that feels bespoke yet is actually cost effective and practical to deliver in this webinar with Investment Week aired 11 May 2017.
XPLAN - Adviser Technology

5th July 2017

XPLAN is an adviser technology solution from IRESS. Find out how it can help financial advice firms reduce costs, improve efficiency and increase sales.
Wealth Management - Omni-Channel, the new norm

5th July 2017

Omni-channel within Wealth Management. Face-to-face, automated advice, full advice, discretionary fund management, portfolio management. New client acquisition and existing customer retention and servicing