ClearView selects Iress Prime for scaled advice

XPLAN Prime allows financial advisers to deliver objectives-based scalable advice to meet a range of client needs and save significant time, by leveraging the advice capabilities of the XPLAN platform.


Asset Management: Digitalization, But Quickly

The changes in asset management are not only fundamental, they are life threatening: the latest wave of mergers and takeovers should set the alarm bells ringing for an industry which already sees itself under threat.


Wealth begins its blockchain reaction

He makes it no secret that the BNP Paribas expansion strategy is deliberate and the company is exposed to blockchain "in every way possible."


Morgan Stanley Is Pitching Big Data Against Robos

The brokerage’s wealth management model is based on personal relationships, so advice without human input goes against its culture and business model, according to Davenport and Bean.


IRESS launches XPLAN iAssist

The service can be easily deactivated and reactivated as needed and is available within the latest release of XPLAN.