Count extends software deal with Iress
![Software extension Xplan Iress Count](https://financialnewswire.com.au/wp-content/uploads/Shutterstock_1193629831.jpg)
Iress has confirmed it has renewed its longstanding partnership with Count to provide its flagship financial advice platform.
The deal, which continues a more than decade-long partnership between the pair, confirms Count’s ongoing use of Iress’ popular advice software, Xplan, for the next three years, covering its financial advice business and growing wealth management division.
According to Iress, Xplan was re-selected by Count “based on its depth, efficiency and productivity”, as well as to “support its growth ambitions in a scalable and reliable way”.
In addition to extending the Xplan software licence, Iress confirmed that it will also provide professional development programs and events to increase Count advisers’ efficiency and effectiveness.
Iress’ executive general manager, wealth, APAC, Kelli Willmer, said the wealthtech developer was “delighted to provide the advice technology infrastructure” to support Count’s strong growth ambitions.
“We’re also pleased to work with Count on optimising their use of technology to drive efficiency and profitability for their advisers.
Xplan is Iress’s cloud-based financial advice hub, boasting “best practice” advice templates, workflows and automation, easy-to-use fact finds, comprehensive regulatory and legislative updates and powerful modelling tools.
Count, as of February this year, reports more than 360 financial advisers, more than 590 accountants in equity firms, and over 81,000 clients across Australia.
FAAA, as has others, have been lobbying too about the CSLR. Here is some public commentary on Linked iN https://www.linkedin.com/feed/update/urn:li:activity:7220619889001082882/
Agree about "Or was the Ramsay Review a shonky pseudo-scientific exercise like ASIC’s insurance churning review" ASIC should re-open the…
Aren't All Government reviews predetermined and they just backfill the evidence to Justify the action. This is both sides
you're spot on ANON
The govt seems to be trying to hide behind the "Ramsay Review". Does anyone know what the Ramsay Review was?…