From August, Innergi content will be integrated into Xplan for financial advisers under the terms of the deal, which will also see Innergi founder Robert Skinner join the Iress staff in July.
“There has been a significant increase in demand from advisers for new ways to engage with their clients, particularly digitally. Tools such as those provided by Innergi allow advisers to engage meaningfully with clients face-to-face and online,” said Iress managing director for wealth management, Tizzy Vigilante.
“Areas such as scaled and guided advice are also growing and provide further opportunities for use of this content. We are excited about this opportunity to combine XPLAN and Innergi’s content to further strengthen our offer to clients,” Ms Vigilante said.
