Fintech and back office system provider Iress has launched a new range of Xplan packages as it prepares to retire its popular Adviser Office system used by many advisers.
Iress will cease support for the 30-year-old Adviser Office system in mid 2023.
The company says that current Adviser Office clients can upgrade to equivalent functionality in Xplan Essentials at no extra cost.
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Iress’ chief commercial officer Simon New, said: “We’re proud of the history of Adviser Office, which has been a leading advice platform over the past 30 years. However we know the future lies in cloud-based, API-enabled, modular technology which can scale and adapt to evolving business needs.”
Iress says its new cloud-based Xplan packages provide additonal functionality compared to Adviser Office, including a client portal, digital signatures and automated workflows.
The three new Xplan packages are Essentials, Plus and One and are hosted on the Iress Cloud Platform:
- Xplan Essentials: a fully-hosted and managed solution, built with best-practice templates, workflows, automation and digital technology.
- Xplan Plus: Includes everything in the Essentials package, plus the option to customise workflows, reports and client-facing documents that use Xplan data.
- Xplan One: Is suited to advice practices with specific customisation and hosting requirements.
The firm says each package is modular so advice businesses can choose either out-of-the-box functionality or customise solutions to meet their needs.
Iress provides software to the financial services sector in a number of areas including trading and market data, financial advice, investment management, mortgages, superannuation, life & pensions and data intelligence. The firm has 2,250 staff worldwide and says its software is used by more than 10,000 businesses and 500,000 users globally.
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