Recent events
Recent events tied to this brand in public sources.
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2022
Findex selects Iress Xplan
Findex selected Iress’ Xplan financial advice software for its integrated financial advisory and accounting operations. Iress said it would support Findex’s financial advice and risk insurance business.
2021
Iress partners with a fund manager to deliver a portfolio management solution
Iress partnered with an unnamed fund manager to deliver its portfolio management solution.
2021
Centrepoint Alliance subsidiaries adopt Iress solution
Two Centrepoint Alliance subsidiaries adopted Iress' advice fee consent solution.
2021
Iress expands partnership with Perennial Value Management
Iress expanded its funds administration partnership with Perennial Value Management.
2020
Iress acquires O&M Systems
Iress acquired O&M Systems, a pension and investment data provider that also offers comparison tools for financial advisers. O&M's software was integrated into Iress' Xplan software and became available to Iress clients, while continuing as a standalone research service.
2020
Iress appoints two non-executive directors
Iress appointed Trudy Vonhoff and Michael Dwyer as non-executive directors; they were to start their roles on February 1.
2020
Iress completes acquisition of BC Gateways
Iress acquired blockchain communication platform BC Gateways. The transaction was executed through simultaneous signing and completion, effective the day before the article was published.