Iress, a provider of integrated wealth management and financial planning technology, has secured a four-year contract extension with Succession Wealth, continuing a partnership that has spanned nearly a decade.
The renewed deal sees Succession Wealth retain a suite of Iress solutions, including Xplan, CommPay, Xplan Mortgage (XPM) and Iress Pro, which will continue to underpin the firm’s wealth management and financial planning operations. The agreement also lays the groundwork for future collaboration, with planned initiatives around data sharing and reporting capabilities.
Iress head of operations and relationship management for UK wealth Laura King said: “Our partnership with Succession has grown significantly over the years, and it’s been a privilege to support such a dynamic and ambitious business. We’ve built a strong, collaborative relationship with their team, and it’s rewarding to see how our technology continues to play a central role in their success. We’re excited to keep building on this momentum together and support its continued evolution as a modern wealth management business.”
Succession Wealth chief technology officer Chris Truman added: “Our relationship with Iress has developed over many years, and this renewal reflects the importance we place on having stable, scalable technology that can support both our advisers and the long-term needs of our clients. As client expectations and regulatory requirements continue to evolve, it’s essential that our technology infrastructure enables a more connected and efficient advice experience. Continuing to work closely with Iress gives us a strong platform to support that evolution across the business.”
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