Specialist wealth management firm Mattioli Woods has partnered with fintech Iress to support future growth.
Iress’ advice software Xplan will be deployed across the whole of Mattioli Woods wealth management business, including employee benefits.
A phased implementation is currently underway, with nine offices having migrated onto Xplan since June last year. The last office will complete this year.
As part of the group’s long-term strategy, Mattioli Wo...
Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.
You are currently not logged in,
login to view the full article
start by clicking this button.
Need a subscription,
fill out the form here or
contact subs@thewealthnet.com
PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management.
Read more about PAM
