Tag: Xplan

PlannerPal, an AI-powered workflow platform for financial advisers and wealth managers, has strengthened its collaboration with financial technology firm Iress, giving advisers a smoother...

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...

Iress, a wealth management software provider, has announced a strategic partnership with Thoughtworks, a global technology consultancy, aimed at accelerating platform modernisation and enabling...

SmartSearch announced a new integration with Iress, a financial services software provider known for its widely used advice platform Xplan. The collaboration has been designed...