Kelli Willmer News Today

Iress has signed a three-year extension of its agreement with Count, enabling the financial services firm to continue using advice software Xplan to support its growth ambitions.

Iress today has announced the signing of a three-year extension of agreement with Count Limited as provider of choice for its advice technology. The agreement reaffirms Counts commitment to...

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

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.

The fintech has appointed an interim wealth CEO to succeed Harry Mitchell, who takes on additional responsibilities in the UK, and has flagged superannuation as a growth business following the QAR.

Iress appointed two new leads for its Australia and New Zealand wealth businesses who will oversee client services and operations respectively.