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IT firm offers financial advisers free tech audit
11/09/2017 , News Team

IRESS, a provider of software to the wealth management sector, is offering a free IT audit service to financial advisers.

The firm says the audit questionnaire takes around an hour to complete and involves a “collaborative approach between the adviser and an IRESS consultant to address a series of questions designed to identify potential proposition gaps.”

The areas where IRESS believes the most “significant efficiency gains” can be found are the factfinding process, sales aids, quotation and new business processes, back office, compliance and business practice, management information and client portal and digital services.

Once the audit is complete, IRESS will provide a free ‘snapshot’ gap analysis report containing a graphical representation of the participant’s current proposition compared to industry peers.

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