ETF securities
One year on from the acquisition of Avelo, many of you will now be familiar with IRESS and its commitment to supporting UK Financial Planning firms with flexible, highly functional technology solutions backed up by a team of dedicated professionals.
IRESS has helped thousands of financial planning firms build efficient and profitable advice models, enabling them to relieve the time, cost and income pressures brought by the new distribution environment. Recognised as thought-leaders in the industry, IRESS offers valuable insight and expertise from its work with Financial Planners and wealth managers across the globe and is uniquely placed in having this ability to share best practice and learnings as we increasingly see regulatory trends mirrored across the globe.
IRESS' flagship solution, XPLAN has been designed to support you along every step of the advice journey, from lead generation, through client engagement, research & solution shaping, underlined throughout by rigorous case management, compliance and reporting.
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And, if you're one of the IFP members currently using Adviser Office; as part of IRESS' ongoing commitment to delivering exceptional customer service to all clients, we've already made some changes. All Adviser Office clients now have a dedicated Account Manager; we have expanded our customer service teams and introduced a new telephony system with a call back service, allowing you to leave a recorded message and retain your queue position, without you needing to stay on the line.
For any of you who are considering moving to XPLAN, we'll be there to support you every step of the way.
XPLAN at a glance:
• Integrated advice solution
• Flexible and modular
• Web-based
• Agile and scalable
• Highly configurable
• Customer centric
• Over 27,000 users in its core markets
Bringing XPLAN to you
Over the last 12 months, we have been busy hosting our own client events and attending lots of IFP events too. These include the Annual Conference at Celtic Manor Resort last month and local branch network meetings around the UK so you can see first-hand XPLAN's potential in helping to reduce costs, enhance service and improve efficiency for your clients.
If you'd like to have a chat, simply send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. and we'll contact you or visit www.IRESS.co.uk.
