“This isn’t just a technical integration, it’s a step forward for the entire industry, helping us align with the principles of consumer duty in a way that feels achievable, effective, and impactful,”
FT Adviser
Iress has teamed up with CIExpert to launch a two-way, real-time integration to reduce unnecessary delays and technical difficulties for advisers.
CIExpert founder, Alan Lakey, said the integration will allow advisers to spend less time “wrestling” with various systems and more time focusing on delivering value and building trust with their clients.
“This isn’t just a technical integration, it’s a step forward for the entire industry, helping us align with the principles of consumer duty in a way that feels achievable, effective, and impactful,” he added.
Want to find out more?
Join one of our free webinars, hosted with Iress, to see how this game-changing enhancement to The Exchange can save you time, streamline your workflow, and improve client outcomes. We’ll demonstrate how the integration works, explain how it can elevate your advice process, and answer any questions.
