Guideway Financial Services selects Iress Xplan for Portfolio and Investment Performance and Planning
In 2024, Guideway Financial Services, a Australia based Banking and Financial Services organization with 10 employees and revenues of $1M selected Iress Xplan for Portfolio and Investment Performance and Planning while displacing Legacy, and integrating with the existing systems being used.
Customer | Vendor | Old Product | New Product | Category | Market | Users | VAR/SI | When | Live | Guideway Financial Services | Iress | Legacy | Iress Xplan | Portfolio and Investment Performance and Planning | Investment Management | n/a | n/a | 2024 | 2024 |
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