Elston Partners have implemented a full range of integrated business solutions, including:
- IRESS - market data
- IOS - trading and order management
- IPS – portfolio administration, management (modelling), compliance, tax and reporting
- XPLAN - client relationship and workflow management
- htmlIRESS – client online access to market data and portfolio reporting.
The technology project at Elston Partners is fully operational. The successful implementation followed close communication between IRESS Market Technology and Elston Partners to establish a best fit product scenario. Products were pilot tested, then implemented as a staged process. Throughout the implementation, IRESS Market Technology provided dedicated client services support to assist with system administration, rollout and extensive end user training.
Andrew McKie, Managing Director of Elston Partners comments “Elston Partners are committed to providing a highly personalised service to private Australian investors encompassing first class investment advice and management. In providing services to our valued clients, we have chosen to implement what we feel is state of the art technology. This ensures our clients are able to benefit from our commitment to transparent service with quality advice and superior benefits for our clients. Elston Partners specialise in managing direct portfolios for private investors in accordance with their tax and asset allocation requirements. IRESS Market Technology’s integrated software enables us to streamline our processes across our business.”
Adding to this Peter Dunai, Managing Director of IRESS Market Technology, states “We are delighted to have Elston Partners launch their business with such a strong commitment to our product suite. We particularly welcome the selection of the IRESS Portfolio System our comprehensive platform for portfolio administration, tax reporting and managed accounts.”
Elston Partners offer an integrated service for its clients, combining investment strategy advice with a conservative investment management approach to build and preserve wealth.
Elston Partners is a privately owned and operated Australian investment firm, dedicated to providing trusted investment advice to its clients.
With five office locations, and offering independent research, private ownership and a sole focus on private investors, Elston Partners deliver a truly transparent service with quality advice.
IRESS Market Technology is at the forefront of financial software innovation, with its comprehensive product suite of highly integrated data, trading, portfolio management, and wealth management/financial planning solutions. IRESS Market Technology is a market leader in Australia, New Zealand, Canada and South Africa.
For further information please contact:
Peter Dunai, Managing Director
IRESS Market Technology
Telephone: 03 9018 5800 |
Andrew McKie, Managing Director
Elston Partners
Telephone: 07 5557 3000 |