on 23-07-2019 01:31 AM - last edited on 01-08-2019 06:14 PM by sara.row
Recommending financial protection for your clients is critical and, with hundreds of policies available in the market, assessing and modelling to find those that best meet their needs can be a difficult task and a tough decision.
With over 20 years’ experience, Iress is the leading provider of research services. Financial advisers rely on Risk Researcher to source the information they need to make the right recommendations and meet their regulatory and compliance obligations.
Xplan Risk Researcher is a fully interactive risk insurance comparator system for financial advisers. This web-based system provides qualitative analysis of personal risk insurance products.
To find out more, click here
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.