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Count renews Iress contract

Count has renewed its contract with Iress to continue to provide software to its 550 financial adviser network. ....

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Iress advice revenue boosted by 'modest' price increase

Fintech provider Iress increased the price of Xplan as inflation rose, which has seen a revenue rise during the first half of the calendar year. ....

Marcus Price , Andrew Walsh , Xplan Technology , Ires Xplan , Professional Planner ,

Findex acquires accounting group

The financial services and advisory firm has confirmed the news. Findex has announced the acquisition of McGarva Accounting Group, which trades under Atticus Business Accountants and Basecamp Bookke ....

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Hostplus's Self-Managed Invest integrates with Iress

Hostplus and Iress have announced an integration between Iress' Xplan financial planning platform and Hostplus' Self-Managed Invest onboarding solution. ....

Paul Watson , Ires Xplan , Hostplu Self Managed Invest , Hostplus Adviser Portal ,

IOOF goes the stack route, wary of 'stretching' advice tech

Despite its lofty scale IOOF won’t be building a single proprietary technology system that does everything for advisers, and will instead retain a traditional tech stack built around the Wealth Central advice tool it purchased in September 2020.
Rumours that the group is looking to expand Wealth Central into a full-suite customer relationship tool that would supplant Iress’ Xplan are off the mark, according to head of advice Darren Whereat (pictured).
Trying to “stretch” software to do it all doesn’t work, he explains, for several reasons.
“If you try and stretch a single piece of technology too far, the first thing is the development required to take it market… the timeline is just elongated so you miss opportunities,” Whereat tells ....

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