Iress appoints new Executive General Manager - Customer to Wealth business

Iress today announces the appointment of Adam Webb to the newly created role of Executive General Manager (EGM) - Customer, effective March 2025.

Mr Webb has over 20 years of leadership experience across banking, wealth management, technology and financial advice. He joins Iress from Count, where he was the Head of Count Financial. Prior to this, he spent 12 years at the Commonwealth Bank of Australia, where he held senior management positions in the company’s wealth arm, including as Head of Advice for Victoria and Tasmania.

In his new role Mr Webb will lead Iress’ customer-facing teams for the Wealth APAC division, with responsibility for delivering increased value to Iress’ current customers and meeting the increasing demand for the full spectrum of advice technologies amongst new customers.

Iress’ CEO - Wealth APAC, Kelli Willmer, said: “I’m delighted to welcome Adam to Iress. Adam has a deep understanding of the evolving wealth management landscape in Australia and a proven track record of delivering exceptional, innovative customer experiences.

“I’m confident Adam will be a great asset to Iress as we step into an exciting new era of opportunities for technology-led advice delivery. Adam will play a key role in supporting the launch of our 2025 product roadmap, which introduces innovative new functionality to our Xplan software that will transform how we serve and support our customers.”

Mr Webb said: “I am thrilled to be joining Iress at an exciting time for the business. As a former customer, I know just how important Xplan and the broader suite of Iress’ advice technologies are to the industry. I’m looking forward to working with current and future clients to unlock value and to contribute to Iress’ goal of enabling the delivery of more advice to more people.”

Andrew Kennedy, Group Head of Advice for Count said: “We congratulate Adam on his new role and we are fully supportive of him joining Iress. Adam’s appointment provides a great opportunity to strengthen our ongoing partnership with the Iress team and enhance the service offering to our advisers.”