Close Brothers AM Enters Fintech Deal With IRESS

Tom Burroughes, Group Editor, London, 3 August 2016


The UK-based wealth management firm has inked an agreement with the technology firm to adopt systems across a number of client areas.

UK-based Close Brothers Asset Management has agreed to appoint fintech firm IRESS to provide services for discretionary, advised and self-directed clients.

The services will be delivered through IRESS’s Pulse and XPLAN products.

Separately, CBAM has also entered into an agreement with Dunstan Thomas to provide a self-invested pension plan administration system, which will be integrated with IRESS’s systems, the firms said yesterday. 

CBAM has been reviewing its IT strategy across a number of areas to simplify its systems.

IRESS supplies technology for financial markets, wealth management and the mortgage industry in the UK, Australia, Asia, New Zealand, Canada and South Africa.


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