Optar Capital selects Iress for end-to-end portfolio management
Optar Capital selects Iress’ Portfolio System to support operational efficiency and scalability in its approach to portfolio management.
Iress appoints Kelly Fisk as Chief Communications & Marketing Officer
Iress today announces the appointment of Kelly Fisk to the role of Chief Communications & Marketing Officer.
Iress partners with Griffith University to expose the double-edged sword of superannuation switching
Iress and Griffith University research highlights the double-edged sword of the ease with which superannuation members can switch options.
Australian financial advice practices optimistic about growth – Iress survey
The research also found that many financial advice practices want to focus on creating more scale in their business in order to achieve growth.
Iress introduces a new way of working: The Long Weekend
Fintech Iress has introduced The Long Weekend – a new way of working that entitles all permanent employees up to six long weekends every year
Matrix Planning Solutions and ClearView Financial Advice adopt Iress’ advice fee consent solution
Iress announce that Matrix Planning Solutions and ClearView Financial Advice have adopted its industry solution for managing advice fee consent.
ASX-listed fintech Iress announces leadership changes
ASX-listed fintech Iress today announce Simon New as Chief Commercial Officer and Kelly Fisk as acting Chief Communications & Marketing Officer.
Colonial First State signs on to Iress’ new blockchain-based advice fee consent solution
Colonial First State is the first investment platform to sign on to Iress’ new blockchain-based industry solution for managing advice fee consent.
