Related topic: Iress

Iress’ Financial Readiness Index has found that, while there is a disconnect between financial confidence and reality, 35% believe they would benefit from advice.

The new platform offers a simpler sourcing experience, faster access to product information, broader sourcing capabilities, and stronger compliance.

Advisers can conduct analysis, generate reports and manage client data entirely within Xplan.

The enhancements include expanded product data, advanced modelling tools and improved API access.

Through the integration, advisers will be able to conduct AML checks and compliance activities directly within Xplan.

Bain Capital has completed its acquisition of mortgage...