Ires Xplan News Today

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

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.

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

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

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 ...

Accord Mortgages has confirmed its plans to roll out new API technology, with the intention to make it easier for brokers to submit mortgage applications. The lender will initially use the technology to give brokers the ability to pre-populate data from their CRM systems to Accord’s MSO platform via Iress’ Lender Connect system. The planned integrations will make its residential mortgage application process more efficient, saving brokers around 20 minutes per case, according to the lender. ...

Knowledge Bank and Iress have collaborated to provide the UK’s first, fully-integrated product and criteria sourcing system. Through a single search, brokers will be able to find the lender to suit their clients’ needs from both a product and criteria perspective. Knowledge Bank initially teamed up with Iress in April 2020 to provide a level of integration. Brokers using Iress’ Xplan software will be able to input their clients’ requirements once via a single login. The system will the...