IRESS XPLAN extends offering to simplified and online advice
5 June 2019
Financial technology firm IRESS has upgraded its XPLAN software to allow advisers to offer automated, simplified advice to clients. XPLAN Prime will provide a scalable, objectives-based guided advice service designed to meet the differing needs and budgets of clients and saving advisers considerable time, the group said. It will use XPLAN’s client management, calculation, portfolio...