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UK - Warwick Office

1 Kingmaker Court Warwick Technology Park Gallows Hill
Warwick
GB

UK - Cheltenham Office

Jessop House Jessop Avenue
Cheltenham
GB

UK - London Office

45 King William Street
London
GB

UK - Leatherhead Office

Leatherhead House Station Road
Leatherhead
GB

Australia - Adelaide Office

Suite 14, Level 5, 121 King William Street
Adelaide
AU

Australia - Brisbane Office

Level 2, 307 Queen Street
Brisbane
AU

Australia - Melbourne Head Office

Level 18, 385 Bourke Street
Melbourne
AU

Australia - Perth Office

Level 7, 41-43 St Georges Terrace
Perth
AU

Australia - Sydney Office

Level 1, 10 Shelley Street
Sydney
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Hong Kong Office

Unit 01 - 03, 66/F The Center 99 Queen's Road Central
Central Hong Kong
HK

Singapore Office

3 Church Street #28-06 Samsung Hub
Singapore
SG

Canada Office

Bay Adelaide Centre, 333 Bay Street Suite 720, PO Box 45
Toronto
CA

New Zealand - Auckland Office

Level 11, 57 Fort Street
Auckland
NZ

New Zealand - Wellington Office

Level 16 157 Lambton Quay
Wellington
NZ

South Africa - Johannesburg Office

Building Two, 2929 on Nicol 2929 William Nicol Drive, Bryanston, Sandton
Johannesburg
ZA

South Africa - Cape Town Office

5th Floor, Montclare Place Cnr Main Road and Campground Road, Claremont
Cape Town
ZA

South Africa - Durban Office

No. 3 The Terrace, Westway Office Park Spine Road, Westville
Durban
ZA

Telephone

+61282737042

Contact

Andrew Walsh
[email protected]
Back to all IRESS announcements

XPLAN Announced as Australia’s Leading Advice Technology Again

IRESS’ XPLAN continues to lead its competitors on overall planning functionality, according to the latest report from industry researcher Investment Trends.

The 2011 version of the Investment Trends Planning Software Report is an in-depth analysis of fully featured planning applications most frequently used by Australian financial advisers. In Investment Trend’s December 2011 benchmarking tests, XPLAN achieved the highest overall functionality rating.

“IRESS has produced an impressive advice platform that is supporting their strategy to take Australian developed advice technology to international markets”, said Mark Johnston, Principal Investment Trends. “This is the fifth year in a row that XPLAN has ranked first for overall planning functionality”, added Johnston.”

The report found that leading providers were the most active in adding new features to their products. Notably it commented that IRESS’ XPLAN ranked first with the much anticipated release of XPLAN 2 representing an important technology capability to support enhanced functionality in 2012. IRESS continues to innovate across most aspects of functionality and released an important ‘Advice Container’ approach to codify Best Interest compliance in direct response to regulatory and compliance efficiency.

Andrew Walsh, IRESS’ Managing Director, commented “IRESS continues to invest in our core XPLAN platform and bring new and innovative features to market, and it is pleasing to have this recognised again in this research by Investment Trends. Our core product and solution strength in meeting client requirements has not only seen growth in Australia but also made strategic inroads internationally, most recently in the United Kingdom where we believe our offer is significantly differentiated to local competition.”

“Our position as a wealth technology provider in numerous leading wealth markets is increasingly unique and strategic to our client base. Trends in consumerism and advice reform are resonating internationally, and the opportunity to address these common aspects with scale and broad experience presents numerous opportunities to IRESS and our clients”, added Walsh.