integrations, including our strategic AI partnership with Iress Xplan. We’re now looking for an AI Engineer to build applications.... Trusted by hundreds of UK firms, PlannerPal is the first strategic AI partner to Iress Xplan, a Microsoft Technology Partner...
OVERALL SUMMARY Undertake Self Directed account and portfolio closure activity on the IRESS provided suite of systems...
support, manage and own the configuration of the Iress/XPLAN applications. Working directly with the third party vendors...
See yourself being part of a large, transformational change? This could be the role for you! At Iress, we make things..., investment managers, traders and brokers. Iress is one of Australia’s largest technology companies and employs more than...
towards) – Progress toward Chartered status – Experience with financial planning software (e.g., IRESS Xplan) About the Client...
-retirement planning, including drawdown, pension switching, SIPPs, and SSAS. Familiarity with tools such as Iress XPLAN, Defaqto...
/comparisons for analysis by the Paraplanner and Adviser. This will cover the use of Pulse, IMAGO, Iress and other financial... and 3rd party software tools, such as X-Plan and Iress. Effective verbal and written communication skills At TrinityBridge...
and tracking software (e.g., Twenty7Tec, IRESS, Mortgage Brain) Package & Benefits: Basic Salary: To £30,000 depending...
requirements. Experience using mortgage software or CRM systems (e.g., Twenty7Tec, IRESS, Mortgage Brain). Previous...
See yourself being part of a large, transformational change? This could be the role for you! At Iress, we make things..., investment managers, traders and brokers. Iress is one of Australia’s largest technology companies and employs more than...