Wealth news

Leading Hong Kong IFA Live with IRESS Wealth Platform

XPLAN 2.0 Release Announced

IRESS today announced a release date of April for XPLAN 2.0. IRESS Managing Director Andrew Walsh says XPLAN 2.0 represents an exciting new development in adviser technology.

Lending Update

The recently released ActiveClient version 1010 introduced a number of features, including support for product-specific maxloans, and compliancy information screens and documents.

Risk Researcher Update

Recent enhancements to Risk Researcher include a new Statement of Advice process, called Advice Record, offering professional advisors a simpler and more efficient adviser workflow process. In addition, real-time premium quotations are now available for AXA and AIA Australia via/in Risk Researcher's integrated risk insurance solution.

XPLAN Update

XPLAN version 1.34 is now available as a Beta, and will be officially released 20 December 2010. In this update we look at some of the key features in XPLAN 1.34. These include significant enhancements to Xtools and Portfolio Product management.

CommPay Update

CommPay 7.0 includes improvements to General Ledger functionality, and enhancements to Estimates lodged via XPLAN.