View the article online at http://citywire.co.uk/new-model-adviser/article/a660171
Towry strikes deal with tech firm Iress
by Jun Merrett on Feb 20, 2013 at 09:47
National advice firm Towry has signed a deal with the technology provider Iress to use its client management, financial planning and cashflow modelling software.
Towry will become the second advice firm in the UK to use Iress technology, after network Sesame struck a deal with the Australian provider in 2011.
Towry will use the firm’s technology across its 18 UK offices. Implementation is ongoing and is expected to go live later this year.
David Percy, chief operating officer at Towry said: 'Towry’s technology replacement project was motivated by a need to future proof its advice preparation and client data management capabilities.
'[It] will allow Towry to strategically position itself as a market leader with an operating model that will ensure exceptional advice and service solutions continue to be provided to our clients.'
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by Himanshu Singh on Mar 08, 2014 at 03:53