IRESS, the leading global financial services technology provider, is looking forward to working with the IFP community as a new corporate member.
You might not realise it, but chances are you already use an IRESS product every day. Originally established in Australia in 1993, IRESS became the No.1 technology partner to the UK financial services industry when it acquired Avelo in September 2013. It continues to provide well known financial services software solutions including the market-leading product sourcing systems, The Exchange and Trigold, and comprehensive CRM solutions including Adviser Office – the back-office system used by over30% of IFP members.

Giving financial planners the 'X' factor
Some of you will have met the IRESS team at the IFP Financial Planning Day back in April where they showcased their new CRM and advice sales solution, XPLAN. It's the leading financial planning system in Australia and New Zealand with over 27,000 users and has expanded rapidly throughout South Africa and Asia too. XPLAN is now making a big impact over here and fast becoming the system of choice for some the UK's leading advice firms who are realising its potential in helping to reduce costs, enhance service and improve efficiency.

Sharing knowledge with you
You're sure to hear lots more about XPLAN in the coming months so keep an eye out for IRESS at other IFP events this year including the Annual Conference and at your local branch network meetings. 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 their work with financial planners and wealth managers across the globe and are looking forward to sharing this knowledge with you.



{desktop}{/desktop}{mobile}{/mobile}



IRESS at a glance:
• Leading global financial services technology provider
• Established in Australia in 1993
• Acquired Avelo September 2013
• 14 offices worldwide - UK, Australia, New Zealand, Canada, South Africa, Hong Kong and Singapore
• IRESS software is used by 96 of the Top 100 UK Financial Advisers
• Over 35,000 financial intermediary clients
• IRESS technology powers 1 in 4 UK mortgages
Got a question for IRESS? Email This email address is being protected from spambots. You need JavaScript enabled to view it.