IRESS as preferred provider for core advisory software

JBWere announced today it has entered into an agreement with Iress to deliver its market-leading software, Private Wealth. 

IRESS is a technology company providing software and services to the financial services sector across investment management, financial advice and trading and market data.

IRESS’ Private Wealth software simplifies investment management and financial advice by bringing together all operational aspects of the private client advice experience - from client management, advice delivery and portfolio construction to middle office and order management. The software is underpinned by powerful data analytics, which will enable JBWere to further strengthen its focus on proactively managing risk and compliance

JBWere CEO Justin Greiner said Iress was appointed after an extensive global search.

“The team at Iress have extensive knowledge of our market and regulatory environment as well as global expertise in successfully implementing Iress’ Private Wealth software,” Mr. Greiner said.

“Having everything in a single ecosystem through the Iress platform means that our advisers are able to make more informed and timely decisions for their clients - saving time and reducing risk across the breadth of services we provide,” Mr. Greiner added.

Kirsty Gross, Iress Managing Director of Financial Markets, Australia and New Zealand, said: “Iress has supported JBWere for over 20 years and we’re delighted to expand our relationship by partnering with them on this exciting initiative. 

“We’re confident Iress Private Wealth software will enable JBWere to achieve its goals of increased efficiency and enhanced risk management and look forward to moving to the next phase of implementing our solution across the network.”