Rathbones Group has implemented Iress’ Xplan advice software in its financial planning business.
Xplan will also be the financial planning platform for Rathbones’ upcoming integration with Investec Wealth & Investment.
Rathbones selected Iress to join its group of service and technology partners because of the modularity of the product and its commitment to integrating and partnering with systems from other technology providers.
Iress provides a range of software products to the wealth management and financial planning industry.
See also: Square Mile reveals income targeting strategies are back on top
Iress managing director, UK Wealth, Alex Hore (pictured), said: “The market knows Xplan as an all-in-one solution, but many perhaps don’t know about our flexibility.
“This project highlights how we can slot seamlessly into a complex infrastructure alongside other best-of-breed providers and work collaboratively to ensure the client has the right technology to maximise efficiency and grow. We’re looking forward to a long and successful relationship in supporting Rathbones.”
Rathbones’ chief operating officer Andy Brodie, added: “The delivery of Xplan alongside our other digital solutions is a key step forward in enhancing the experience of colleagues and clients across the group.
“The flexibility shown by Iress to work with our other providers and deliver best-in-class financial planning solutions supports our overall ambition to enhance how we manage client relationships and deliver superior client service.”
