Iress FundsFlow Market Intelligence White Paper

This white paper presents Iress FundsFlow, a market intelligence platform that utilizes proprietary transaction data from Iress’ financial advice software, Xplan, which holds a significant market share in Australia. The document outlines the objective of validating Iress FundsFlow as a reliable representation of investment asset flows in the Australian financial services sector. It compares the FundsFlow dataset against publicly reported data from the Australian Securities Exchange (ASX) exchange-traded funds (ETF) to assess its accuracy and reliability. The paper details the methodology employed for statistical validation, including various tests and data transformations to ensure robust analysis. It also discusses the investor base, flow drivers, and the significance of the dataset in reflecting broader market trends. The findings indicate that Iress FundsFlow effectively captures capital movement across financial products, making it a valuable tool for understanding investment trends within the wealth management industry.