For super funds looking to grow and scale their business, Iress’ robo advice software increases both automation and efficiency, while reducing the cost of scaled financial advice.
Complete with your own branding, it allows you to diversify your service offerings, extend your value proposition and directly engage with your members easily and effectively.
It provides your members with an automated, self-service financial advice offering, accessible via your website or portal, from any device, 24/7. By drawing on your members’ known data, it provides them with a head start for their online advice journey—focusing on specific goals enables them to execute targeted strategies for better financial outcomes.
Registry software for super fundsLearn more
Online portal for members & employersLearn more
Delivering you a highly automated technology-enabled back-officeLearn more
SuperStream messaging & clearing house services for funds & employers.Learn more
Robo advice—we’ve all heard about it, a lot—often described as new-wave-digital-advice delivery. Surprisingly, there are a number of industry players who don’t see the correlation between the advancement in tech and the way super funds can more effectively service their members.
Glenn Boyes | 5 min read
The year 2020 saw (among many things) job losses, early access to super and retirees figuring out how to make their super balance work for them. It created a shift not only in the way members perceive financial advice and superannuation, but also how they engage with their super fund.
Glenn Boyes | 7 min read