![]() Prior to joining Iress, Jason was a National Sales Marketing Manager at Vision FPS and a Paraplanner at William M Mercer. Jason has held a number of senior leadership roles at Iress, including Managing Director of Asia for the past 10 years. Iress’ strong track record and innovative approach to technology led us to choose them as a key partner for the future of our financial advice business. He is one of the original co-founders of Xplan which was acquired by Iress in 2003. Our solution complements Findex’s existing technology capability, enabling their advisers to better streamline operations, maximise business opportunities and deliver high impact financial advice.”įindex executive head – wealth, Julian Maloney, said, “Technology is essential to scale our business and deliver a leading client experience. Iress CEO, Andrew Walsh, said, “We’re delighted to partner with Findex to support its strategy of delivering technology-enabled, integrated advice services. After a quick and simple set up, effortlessly import your clients personal and financial information. Xplan -Advice software platform CommPay - Revenue & remuneration. This will leverage the entire range of functionality and capability of Iress Xplan and CommPay. Iress Open Knowledge Base Xplan Integrations Xplan Integrations Featured Articles Iress Open > Xplan Integrations Introducing Iress Open nsforth Iress People Iress Open > Xplan Integrations Different Types of Integration nsforth Iress People Iress Open > Xplan Integrations Available Integrations jim. Iress is a technology company providing software to the financial services industry in. Please sign in or register to access software information via the Iress Community. It guides you through a pre-defined client advice journeyfrom discovery and goal setting, current position and strategy modelling, advice documentation, implementation, and onward to progress tracking and review. ![]() Iress will support all areas of Findex’s financial advice and risk insurance business with technology that underpins its advice operations, compliance processes, and investment portfolio strategy development. Integration overview We are pleased to share the news that a new third party integration is now available for Xplan users. Xplan Prime is guided, objective-based advice software that streamlines the advice process for your clients with simpler advice needs. Xplan Prime is guided, objective-based advice software that streamlines the advice process for your clients with simpler advice needs. The semantics and conventions of the Iress Open API should be immediately familiar to programmers accustomed to REST. Iress has announced today that Findex has selected its financial advice software Xplan to increase efficiency and unlock scale across its operations.įindex is one of Australasia’s leading providers of integrated financial advisory and accounting services, with more than 400 partners and advisers supporting over 250,000 clients across Australia and New Zealand. The Iress Open API offers access to Xplan’s core business functionality presented in a usable and consistent structure.
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