Iress chief executive Marcus Price has admitted the firm has seen clients re-evaluate their usage of Xplan and detailed future changes, as advisers complain the technology is “slow and clunky”.
Iress chief executive Marcus Price has admitted the firm has seen clients re-evaluate their usage of Xplan and detailed future changes, as advisers complain the technology is “slow and clunky”.
Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights its transformation strategy to improve.
As concerns regarding cyber crime grow, a consultant has shared her doubts regarding whether self-licensed financial advice practices are prepared to mitigate the risks of adopting new advice technologies.
A consultant has painted a worrying picture of practice principals and advice directors in mid-tier firms facing burnout as they wear too many hats when running a growing financial advice business.