IRESS and SuiteBox today announced the integration of SuiteBox’s digital workspace solutions with XPLAN.
Advisors who sign up for the new capability will be able to schedule and hold video meetings with clients using XPLAN, screen share documents and applications, record advice discussions and return all records of meetings directly to the client’s file notes in XPLAN.
IRESS Head of Business Development, Michael Lynds, said: “Clients are seeking engagement across a variety of channels from face-to-face to an online digital experience.
“The integration of SuiteBox with XPLAN adds a video-based communication to XPLAN. This will help financial advisors increase their options for effective and efficient client engagement.”
SuiteBox CEO, Ian Dunbar said: “By integrating SuiteBox into XPLAN, we are delivering the next generation of digital engagement tools for financial advisors with a leader in financial advice technology. It is exciting to work with a partner like IRESS, which shares our vision for the way advice can be delivered.
“Busy professionals such as financial advisers, do not want to be using disparate tools with multiple, stand-alone applications. SuiteBox brings together meeting, collaboration and transactional capabilities that seamlessly integrate with XPLAN, creating an exceptional proposition for advisors and their clients.”
The integration will be available to XPLAN users on version 2.21 or higher.
Debra Knott / Sian Gulliver
Telephone: +44 (0) 1926 621 410
Mobile : +44 (0) 7796 271584
Ian Dunbar, CEO
Mobile: +61 (0) 434 367 316
Telephone: +61 2 8045 2058
IRESS, in collaboration with Nasdaq, is set to expand access to data for Canadian securities.
IRESS is continuing to make strides into the wealth management market in Canada as it unveils a string of new collaborations with key businesses in the sector.
Echelon Wealth Partners Inc. has successfully implemented IRESS’ integrated wealth technology platform.
IRESS Limited announced statutory net profit for the 12 months to 31 December 2016 of $59.5 million, up 7% over the prior year.
IRESS Limited today announced its results for the six months to 30 June 2016.
IRESS, the leading supplier of technology for wealth management, financial markets and the mortgage industry, is pleased to announce it has achieved ISO/IEC 27001:2013 security certification following an audit by the highly-respected British Standards Institution (BSI).
IRESS Limited today announced statutory net profit for the 12 months to 31 December 2015 of $55.4 million, up 9% over the prior year.
IRESS Limited today announced its results for the six months to 30 June 2015.
SmartHub is a trade messaging hub designed to connect financial market participants locally and across the globe, covering FIX and other trading communities.
IRESS Limited today announced Full Year Results for 12 months to 31 December 2014.
IRESS appoint Michael Lynds as Head of Product and Business Solutions, Canada.
New algorithm created by IRESS.