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.