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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