AES picks Xplan software to automate its business

Added 26th May 2016

AES International has decided to implement the advice and wealth management platform Xplan, developed by Australian technology company IRESS, to help remove time-consuming manual processes across its business.

AES picks Xplan software to automate its business

The technology, which includes a remuneration module, will initially be implemented across AES International’s advice and practice management operations, before being extended to integrated trading, as part the company’s plan for a single platform to grow its investment portfolio service.

The Xplan software covers all aspects of the advice process with interactive modelling and reporting tools, automated audit trails, and allows clients access to their portfolio data via mobile phones.

Better visibility

AES International’s chief executive Sam Instone said: “Operating a wealth business across multiple jurisdictions can be challenging at times, particularly with remote advisers and across disparate technology systems.

“We had previously struggled to find a single system to meet our requirements but having Xplan in place has enabled us to remove inefficiencies and demonstrate consistency throughout our organisation, an important benefit for both our advisers and their clients.

“We have already noticed a dramatic improvement in adviser engagement as a result of accessible and intuitive technology which helps us deliver better reporting and visibility across our processes.”

IRESS supplies technology solutions for clients in the financial markets, wealth management, and mortgage sectors from offices in Australia, Asia, Canada, New Zealand, South Africa and the UK.

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Richard Hubbard

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Richard Hubbard is the group editor at Last Word. He is responsible for the editorial content of International Adviser, Portfolio Adviser, Expert Investor and Fund Selector Asia. Richard previously worked for Thomson Reuters and has covered the financial services industry and investment themes from its offices in London, Singapore, Hong Kong and New York. Richard started his career at the Australian Financial Review in Sydney.


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