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Pru rolls out Iress for advice arm

Prudential is to roll out Iress’ Xplan client management software for its face-to-face advice arm.

Xplan, which also offers advice tools, business management software and compliance alerts, will be rolled out to around 300 Prudential Financial Planning advisers.

Iress executive intermediary sales and marketing Mark Loosmore says: “It is a real feather in our cap to be working with Prudential UK. Xplan will provide scalable and configurable software to meet the demands of their business growth.”

Prudential Financial Planning director Chris Haines says: “This technology partnership and the implementation of Xplan represents a key milestone in further improving our operational effectiveness. From the outset, Iress has demonstrated a thorough understanding of our requirements. The resulting proposition will help enhance our operational efficiency and increase our flexibility as we look to achieve our plans for business growth in the coming years.”

Iress acquired Avelo last year for £210m. The deal was investigated by the Competition Commission and given the go-ahead earlier this month

The Xplan software was not part of the of the Avelo business acquired by Iress, which includes brands such as Trigold and Adviser Office.


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There is one comment at the moment, we would love to hear your opinion too.

  1. I would be interested if anyone has any comments on XPlan. I have spoken to 4 Sesame firms that do not rate this software at all having used it since the Sesame launch some months back. Is it the same product?

    This gut seems to it – maybe it’s aimed a certain end of the market.

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