Saranac Partners announces partnership with IRESS

Saranac Partners announces that it will be using IRESS as its core technology provider.  

Saranac Partners and IRESS today confirmed that they have been working together to configure IRESS’s private wealth management technology to provide Saranac with its core CRM, digital client reporting and onboarding technology.

http://www.financialreporter.co.uk/finance-news/new-wealth-management-firm-launches-with-iress.html

Related Posts

Saranac expands into Europe

We are excited to announce that our new business in Madrid has been featured in a recent news article with Expansion, giving an insight into...