Findex selects Iress to increase efficiency and unlock scale in financial advice

Iress has announced today that Findex has selected its financial advice software Xplan to increase efficiency and unlock scale across its operations.

Findex 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.

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. This will leverage the entire range of functionality and capability of Iress Xplan and CommPay.

Iress CEO, Andrew Walsh, said, “We’re delighted to partner with Findex to support its strategy of delivering technology-enabled, integrated advice services. Our solution complements Findex’s existing technology capability, enabling their advisers to better streamline operations, maximise business opportunities and deliver high impact financial advice.”

Findex executive head – wealth, Julian Maloney, said, “Technology is essential to scale our business and deliver a leading client experience. 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.”