Progeny Asset Management are pleased to announce that news of our partnership with leading service providers IRESS and Winterflood Business Services has been published in Citywire Wealth Manager.
“Iress, a technology supplier for wealth management firms, has partnered with the newly launched wealth manager Progeny Asset Management.
The partnership will have Iress provide Progeny Asset Management, a subsidiary of Progeny Group, with on-boarding services, customer relationship management, portfolio management, client reporting and trading functionality—which is outsourced to broker Winterflood Business Services.
Iress will also offer Progeny clients the ability to access to their investments online.
‘We are delighted to be working collaboratively with Iress and Winterflood Business Services,’ said Ian Hooper, director of Progeny Asset Management.
‘Our aim is to utilise best of breed technology to support the individual wealth management needs of each of our clients. Iress’ consultative approach and its ability to provide a complete technology solution for the business have played a crucial role in the early development of Progeny Asset Management.'”
Read the full article on the Citywire Wealth Manager website here.
Coverage of this news has also been published in the following publications:
The Wealth Net- Wednesday 19 October 2016