Wealth Management

Why your digital strategy should have clients at its heart

What every wealth and investment firm needs to put at the centre of its strategy.

Wealth Management

XPLAN QuickTips: Adding of Diary Events

XPLAN product trainer, Nireshnie Perumal, discusses XPLAN QuickTips

Wealth Management

XPLAN Quicktips: Introduction to the XPLAN Financial Planning Series

XPLAN product trainer, Nireshnie Perumal, discusses XPLAN QuickTips

Regulation

Why GDPR can strengthen trust in financial services

It's a major change but is taking financial services in the right direction.

Industry

Predictions 2018: Regulation. Transformation. Conversation.

What will shape the delivery of financial services in 2018?

Industry

The Big Wrap Up

'Tis the season for giving so here's three of our most popular insight pieces all wrapped up.

Regulation

How to stay ahead of the game

With regulation constantly changing, how can financial services ever keep up?

Wealth Management

Three signs you’re a digital magpie

With the pressure to be ‘digital’, is your approach strategic, or just tactical?

Technology

What happened when Alexa met XPLAN?

Find out what happened when we put two of our favourite technologies together.

Wealth Management

10 reasons integrated tech gives advisers the edge

They’re calm, super-efficient, resilient, and rumour has it, they’re happier too. Here's why...

Financial Markets

Q3 Product news

Stuart Campbell highlights IRESS product news.

Community

Making a difference: St Angsars IT Lab

IRESS enables skills development through the St Angsars IT Lab