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...
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...
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...
UK adviser CRMs, and is the strategic AI partner of Iress Xplan. Through deep, bidirectional integrations, PlannerPal... strategic AI partner to Iress Xplan, a Microsoft Technology Partner, and deeply embedded within the adviser tech ecosystem...
leading UK adviser CRMs, and is the strategic AI partner of Iress Xplan. Through deep, bidirectional integrations, PlannerPal... - all while keeping firms in full control. Trusted by hundreds of UK firms, PlannerPal is the first strategic AI partner to Iress Xplan...
such as Financial Express Analytics and Iress The Exchange Desirable Chartered status or working towards Chartered Minimum of three...
by the Paraplanner and Adviser. This will cover the use of Pulse, IMAGO, Iress and other financial planning software... as in a range of in-house and 3rd party software tools, such as X-Plan and Iress. Effective verbal and written communication...
such as XPLAN, IRESS Exchange, FE/CashCalc, and Dynamic Planner;API management technologies. The following skills / experience...
-retirement planning, including drawdown, pension switching, SIPPs, and SSAS. Familiarity with tools such as Iress XPLAN, Defaqto...
experience, particularly within investment platform implementations. Ideally, they will also have experience with Iress Xplan... Strong background in investment platform implementation and integration Experience working with Iress Xplan (highly desirable) Ability...