How do you ensure a consistent and high-quality client experience? Join us for a CPD webinar on Thursday, May 2nd at 12pm AEST.Advisely, in collaboration withTony StephensfromBusiness Health,Deborah KentfromIntegra Financial Services, andAlexander KlompfromIress,will introduce a step-by-step, data-led approach to evaluate your current client experi...
primrose.gulliver | Whats New
When was the last time you put your advice and practice efficiency under the lens?We know from our latest Advisely Index findings that the average user takes 6.7 hours to produce a complex client SOA – that’s around half the industry average.Take the Advisely Index test and benchmark your practice in just 5 minutes.
primrose.gulliver | Whats New
Welcome to the Community newsletter. If you are new to the Community, welcome! There are some useful articles that might help you get up and running in our Getting Started section. We know that the monthly Community Newsletter is important to many of you to keep up to date with what we're sharing from Iress, but we also know from feedback that you'...
tanya.robinson | Community Newsletter
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