Australia-Based Wealth Management House Chooses IRESS Advice Solution

Tom Burroughes

15 August 2017

Fintech house 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.)