IRESS

Company Announcements

IRESS launches ebMS messaging service linking super funds directly with the ATO
IRESS launches ebMS messaging service linking super funds directly with the ATO

7th March 2018

IRESS today announced that it has launched an ebMS messaging service that provides superannuation funds with a verified integration pathway to send non-financial data directly to the Australian Tax Office (ATO). In response to the ATO moving from periodic reporting requirements to near real-time reporting of superannuation events and...
IRESS technology used by 94 of the UK’s top 100 advisory firms
IRESS technology used by 94 of the UK’s top 100 advisory firms

30th November 2017

The latest Financial Adviser list of the top 100 advisory businesses* has recently been revealed. Apart from the levels of gross sales of investment and pension products and the obvious quality of the advice and leading customer services, another common factor of success has emerged, the importance of leading technology. Overall, 94% of the top...
IRESS data highlights positive trend in protection sales in 2017
IRESS data highlights positive trend in protection sales in 2017

29th November 2017

Financial technology business IRESS, today releases protection sales data from The Exchange, its award-winning online comparison quote and transaction portal. The latest data indicates a positive trend in the sale of protection products (Critical Illness, Life, Income Protection and Multi Benefit). Looking at the whole of the year so far from...
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Latest XPLAN update helps advisers meet the MiFID II 10% drop rule

18th October 2017

Financial technology business, IRESS, today announced new and extended capability in XPLAN to support wealth managers and financial planning professionals in meeting their MiFID II requirements. Under MiFID II rules, which come into effect in January 2018, investment firms providing a portfolio management service will need to inform clients if...
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IRESS delivers integrated wealth management and trading solution to Close Brothers Asset Management

5th October 2017

Financial technology business IRESS today announced its integrated wealth management and trading solution is now in use by Close Brothers Asset Management (CBAM) and its clients. IRESS has been working with financial planning and investment services business CBAM to deliver the expanded wealth management and trading solution. The solution...
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IRESS launches free tech audit service for advisers

7th September 2017

Financial technology business, IRESS, has launched a new free technology audit service to help financial advice businesses assess their propositions and help identify key areas where efficiency savings might be made. The new service involves a collaborative approach between the adviser and an IRESS consultant to address a series...
IRESS introduces range of new  digital updates for superannuation funds
IRESS introduces range of new digital updates for superannuation funds

23rd August 2017

IRESS’ Acurity has expanded superannuation funds’ ability to provide members with a comprehensive and personalised online superannuation experience, improving self-service and efficiency for members, and providing scale and reduced cost for funds.   The latest version of Acurity provides superannuation funds with increased...
ClearView selects Prime for scaled advice
ClearView selects Prime for scaled advice

16th August 2017

IRESS today announced that ASX-listed ClearView has selected XPLAN Prime as its objective-based, scaled-advice solution.  XPLAN Prime allows financial advisers to deliver objectives-based scalable advice to meet a range of client needs and save significant time, by leveraging the advice capabilities of the XPLAN platform. IRESS Managing...
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IRESS to launch digital tools through XPLAN for advisers

16th August 2017

Financial technology business IRESS has announced it will launch next-generation digital tools through XPLAN from early 2018. The new digital capability in XPLAN will help advisers put the right information and tools in their clients’ hands, catering for an increasingly flexible, consumer-led market. It will enable financial advisers to...
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IRESS announces further enhancements to its wealth management software, XPLAN

3rd August 2017

IRESS, the leading supplier of technology for wealth management, financial markets and the mortgage industry has rolled out the latest version of XPLAN, its integrated software for wealth managers and financial planning professionals. Building on IRESS’ strategy to provide flexible, reliable and responsive technology solutions, and as part...