IRESS: Taking the right steps to invigorate its UK operations
10 July 2023 | Ian McKenna | Financial Technology Research Centre (FTRC)
IRESS: Taking the right steps to invigorate its UK operations
10 July 2023 | Ian McKenna | Financial Technology Research Centre (FTRC)
A wealth IT specialist on the UK landscape
19 June 2023 | Richard Bradley | Platforum
Examining the opportunity and threats to Xplan
24 April 2023 | Peter Worn | Finura Group
IRE: Assessing the competitive strengths of Xplan
1 August 2022 | Tom Reddacliff | ex MLC, Russell Investments, Godfrey Pembroke
intelliflo’s chief sales officer outlines growth plans for Australia
20 June 2022 | Johann (JK) Koch | intelliflo
A UK perspective on the financial advice landscape
6 September 2021 | Richard Bradley | Platforum
Iress: Comparing the incumbent with new entrants
8 March 2021 | Scott Miller | Asendium
Global solutions for Australia’s evolving advice software needs
25 January 2021 | Geoff Lloyd | Ex MLC Australia & Perpetual
Financial planners want more control from their software
28 September 2020 | Tom Reddacliff | Encore Advisory Group
An expert discusses the financial planning software landscape
21 September 2020 | Mark Hoven | Adviser Ratings