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Mattioli Woods deploys Iress Xplan across its wealth management business

By Gloria Methri

January 23, 2024

  • Advice Software
  • Asset Management
  • Employee Benefits

Mattioli Woods, Iress, Iress Xplan, Wealth Management, FinTech, UKMelbourne-based software firm Iress has been selected by Mattioli Woods Plc as its service and technology partner to support future growth. Iress’ advice software Xplan will be deployed across the Mattioli Woods wealth management business, including employee benefits.

A phased implementation is well underway, with nine offices having migrated onto Xplan since June 2023 with the final office to complete this year.

Mattioli Woods is an AIM-listed wealth management company with over 11,000 clients, 900 employees and £15 billion in assets under management, administration, and advice.

As part of the group’s long-term strategy, Mattioli Woods was seeking a robust and scalable technology solution able to support its current business needs and future growth aspirations.

Iress’s Managing Director, UK Wealth, Alex Hore, said, “We are delighted to extend and deepen our longstanding relationship with Mattioli Woods. Like many of our clients, they are growing organically and through acquisition. Adopting a core operating platform across the business will accelerate their business goals, drive greater efficiency, and most importantly help them deliver excellent client service.”

“Iress is investing in both our implementation and migration capabilities to ensure we can meet demand from new clients while delivering with speed and quality. We are committed to the UK and look forward to delivering enhanced solutions to Mattioli Woods and all our clients here.”

Mattioli Woods’s Group Deputy CEO, Michael Wright, said, “Using Xplan as our core client servicing hub, we will have the scale and operating efficiency to be able to extend all our services to all our clients, where suitable, helping them achieve their financial goals and delivering ongoing improvements in their user experience. We have been impressed by Iress’s capabilities, particularly by their ongoing commitment to continuous improvement. Their overriding goal matches ours, which is to provide constantly evolving and robust solutions that our clients can trust.”

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