View more on these topics

Intrinsic agrees Iress Xplan deal

Business-Handshake-General-Hire-Appointment-700x450.jpg

Intrinsic is to roll out Iress’ Xplan tools across its network after reaching a deal with the technology specialist.

The firm uses Iress’ tools including Tri-Gold and The Exchange, and will now begin a phased roll-out of Xplan to its 3,300 advisers.

The deal comes weeks after Money Marketing revealed that Sesame is in talks to end a 10 year contract with the technology provider after it ceased to operate as an investment network.

Iress managing director Simon Badley says: “Iress and Intrinsic have a strong relationship, based on a working partnership of some ten years and a close alignment of values. It is tremendously exciting to see this partnership progress to a new phase with the roll out of Xplan to every adviser across the Intrinsic network following the conclusion of a successful pilot scheme across a range of small and large member firms.”

Intrinsic operations director Steve Burke adds: “One of our key goals to support our business growth is to make sure that our technology solution is flexible and can evolve as we do, and Xplan’s offering will be transformational for the business. We’re confident that the solution’s functionality will streamline processes and boost our bottom line, and we are looking forward to continuing our long-term relationship with Iress.”

An Iress spokeswoman was unable to disclose the duration of the Intrinsic deal.

Recommended

Technology-Binary-Data-Tech-Code-700.jpg

Sesame in talks to exit Iress contract

Sesame Bankhall Group is in talks with Iress over its 10-year contract with the technology provider. Money Marketing understands Sesame is seeking to exit the contract after ceasing to operate as a network for investment advisers in July. Sesame announced it was scrapping the investment network in March following a strategic review. Under the deal, […]

Business-Handshake-Finance-Deal-700.jpg

Iress seals double software swoop

Software specialist Iress has announced two acquisitions, including the purchase of a market data provider from the London Stock Exchange. Iress has bought Proquote from the LSE and Pulse Software Systems, which develops portfolio management software for asset managers. The amount paid for both firms has not been disclosed. The deal will also see all […]

Data-Corporate-Finance-Business-Pen-Graph-Growth-700x450.jpg

Iress: Tech is the only way to change the advice market

Adviser software firm Iress says technology is the only way to improve the availability of advice to the mass market. Speaking to Money Marketing, Iress UK managing director Simon Badley says: “Globally, there is strong demand for technology to support advice to the mass affluent and mass market and to do it in away that suits […]

Technology-tablet-computer-ipad-business-businessman-700.jpg

Iress launches Xplan system for mortgage advisers

Technology firm Iress has launched Xplan Mortgage as part of a migration away from its Trigold Prospector mortgage sourcing programme. In June Money Marketing revealed Iress’ plans to move users to Xplan over time. Xplan allows intermediaries to compare mortgage products, generate key facts illustrations, and model the impact of overpayments, interest rate and term changes […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment