Leading Hong Kong IFA live with IRESS Wealth Platform

8 August 2011

Following an extensive review of potential solutions, Harris Fraser Group selected and now live with IRESS wealth management technology. IRESS’ wealth management platform XPLAN forms the basis of Harris Fraser’s advice platform, unifying its operations in multiple locations.

Joe Attrux, Chief Executive Officer of Harris Fraser, says being one of the region’s leading financial services businesses with over 500 professional advisors in Hong Kong, Taiwan and Australia, he has confidence that XPLAN can help Harris Fraser to maintain its leadership position among independent advisors in Asia.

The key factors in selecting XPLAN for Mr Attrux were the opportunity for substantial productivity gains and improvements in advice and review processes, across an operating model in multiple jurisdictions. Mr Attrux said, “advantages available to us through XPLAN include improved consolidated reporting to clients in local languages, superior client engagement and reduced operational costs. For example, client servicing teams in Taiwan interact with our central administration team in Hong Kong in real-­‐time via XPLAN to initiate advice and client reporting, providing an improved and timely experience for our clients.”

“With our operating model reflected in XPLAN through its configuration capabilities, we are confident that our value proposition to advisers and clients in the region will be differentiated and a basis for ongoing business growth, added Mr Attrux.“

IRESS General Manager Asia, Jason Hoang, said IRESS is delighted to have been selected as Harris Fraser’s strategic technology partner. “We have confidence that XPLAN will position Harris Fraser with an advice platform to achieve their business goals. IRESS is investing significantly to build and expand the Asian markets, and pleased to be extending significant relationships with leading advice businesses such as Harris Fraser in Hong Kong and the region.”

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