Iress and Julian Harris extend partnership

Iress has announced that Julian Harris Network has renewed its contract for Iress sourcing products, Xplan Mortgage and The Exchange, for an additional three years.

As part of the renewal, Julian Harris will launch the client portal and advice modules in Xplan Mortgage to its advice network.

The renewal covers around 100 advisers across the UK and will extend the network’s initial five-year contract with fintech firm Iress.

Under the agreement, all network advisers will use Xplan Mortgage and The Exchange to source their customers’ mortgages, protection, and annuity products.

Iress managing director sourcing, Jennifer Rafferty, said the extension of its partnership with Julian Harris Network is a “testament to the strength of our relationship” and the “flexibility and scalability” of its sourcing software.

“Xplan Mortgage and The Exchange offer a powerful combination of mortgage, protection, and annuity products,” Rafferty said. “They will be integral to helping Julian Harris Network drive growth over the next three years.”

Julian Harris Network CEO, Julian Harris, added: “We have used Xplan Mortgage and its predecessors for decades and regard them as the industry’s leading sourcing system for mortgages and protection.

“The addition of the client portal and advice module, which we are launching to our members this month, will give our members a smooth advisory recording process and the best products for clients, selected from the whole of the marketplace.”



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