Back-office provider IRESS has launched a customisable client portal for advised clients through its XPLAN software.
The portal offers clients portfolio asset allocation and performance data, asset and liability breakdown, digital signatures for speedy document signing and a range of templated designs. However, the firm said its secure messages and documents and compliance capabilities formed the key motivation to launch the portal. Advisers can fully customise the mobile-friendly portal to their firm's brand and tailor what each client can view through the software. IRESS said it wanted the portal's user experience, which is free for XPLAN customers, to compete with digital-first businesses. The te...
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