Rathbones now live with Iress’ Xplan
06 August 2024 UK
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Iress has announced that Rathbones Group 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 aiming to enhance the firm’s digital capabilities and enabling improved operational efficiency and client service.
Alex Hore, managing director of UK Wealth at Iress, comments: “The market knows Xplan as an all-in-one solution, but many perhaps don’t know about our flexibility. This project highlights how we can slot seamlessly into a complex infrastructure alongside other best-of-breed providers and work collaboratively to ensure the client has the right technology to maximise efficiency and grow.”
Andy Brodie, COO of Rathbones, says: “The delivery of Xplan alongside our other digital solutions is a key step forward in enhancing the experience of colleagues and clients across the Group. The flexibility shown by Iress to work with our other providers and deliver best-in-class financial planning solutions supports our overall ambition to enhance how we manage client relationships and deliver superior client service.”
Xplan will also be the financial planning platform of choice for Rathbones' upcoming integration with Investec Wealth & Investment, further aiming to enhance the firm’s digital capabilities and enabling improved operational efficiency and client service.
Alex Hore, managing director of UK Wealth at Iress, comments: “The market knows Xplan as an all-in-one solution, but many perhaps don’t know about our flexibility. This project highlights how we can slot seamlessly into a complex infrastructure alongside other best-of-breed providers and work collaboratively to ensure the client has the right technology to maximise efficiency and grow.”
Andy Brodie, COO of Rathbones, says: “The delivery of Xplan alongside our other digital solutions is a key step forward in enhancing the experience of colleagues and clients across the Group. The flexibility shown by Iress to work with our other providers and deliver best-in-class financial planning solutions supports our overall ambition to enhance how we manage client relationships and deliver superior client service.”
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