Xplan

Rathbones rolls-out Iress Xplan in financial planning unit

Xplan will also be used for integration with Investec Wealth & Investment

August 6, 2024

Search PA Adviser

About Us
Cookie Policy
Privacy Policy
Terms and conditions
Acceptable Use Policy
Contact

LinkedIn
X

Published by MA Financial Media Ltd (part of Mark Allen),
St Jude’s Church, London SE24 0PB . Copyright (c) 2024.

PA Adviser is written for UK financial advice businesses – especially those that outsource all or part of their investment decision-making to model portfolio services, funds of funds and other multi-asset solutions.

Xplan

Rathbones rolls-out Iress Xplan in financial planning unit