IRESS managing director, Andrew Walsh said that the agreement will enable IRESS in rolling out its XPLAN to the entire NAB and MLC network of over 4,000 users in bank branches and self-employed networks.
The rolling out of XPLAN will commence this month and is expected to take up to 18 months.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
According to Richard Nunn, executive general manager, advice & marketing, MLC & NAB Wealth, NAB will offer a combination of services to its advisers.
Further, as part of the agreement, IRESS’ client engagement solution (Engage) has been deployed, built upon the XPLAN advice cloud.
And initially, MLC’s Plum business will be using Engage to provide scaled advice over the phone to corporate super members.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
