Rathbones Live with Iress’ Xplan

  • Wealth Management
  • 07.08.2024 09:50 am

Iress today announces that Rathbones Group PLC (Rathbones) is now live on its Xplan advice software to support Rathbones' current financial planning business. Xplan will also be the financial planning platform of choice for Rathbones' upcoming integration with Investec Wealth & Investment, further enhancing the firm’s digital capabilities and enabling improved operational efficiency and client service.

Rathbones selected Iress to join its group of service and technology partners because of the modularity of Iress’ solution and its commitment to integrating and partnering with systems from other technology providers.

Iress’s Managing Director, UK Wealth, Alex Hore, said: “We are thrilled to be working with an organisation such as Rathbones, which is known for its pedigree and high standards.

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