Iress Canada Bows Wealth Display

iress-private-wealth-screenshot

The Canadian subsidiary of Australian data and trading software vendor Iress Market Technology has rolled out a new web-based private wealth management platform for investment advisors and wealth managers that captures data on clients’ portfolios, holdings and trading activity, and presents it in an interface that supports customer relationship management and reporting.

“The web-based Private Wealth platform gives a visual representation of what an investment advisor’s practice looks like… with