Technology

Australia-Based Wealth Management House Chooses IRESS Advice Solution

Tom Burroughes Group Editor 15 August 2017

Australia-Based Wealth Management House Chooses IRESS Advice Solution

This publication carries latest news on technology developments, deals and issues in the Asia-Pacific wealth management space.

Fintech house IRESS announced yesterday it has been chosen by Australia-listed wealth management house ClearView to provide an advice solution.

ClearView has selected XPLAN Prime as its objectives-based, scaled-advice solution, IRESS said in a statement yesterday. XPLAN Prime allows financial advisors to deal with a range of clients.

The move extends IRESS’ technology partnership with ClearView, which relies on IRESS for its advice platform and backoffice (XPLAN), and superannuation platform (Acurity).

(Note: ClearView is not connected to ClearView Financial Media, publisher of this news service.)

 

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