Image:
"Our new client portal provides a secure and straightforward way for financial professionals and their clients to engage and communicate with each other 24/7 and can be delivered at scale and with ease" - IRESS's Richard Ross
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, t...
To continue reading this article...
Join Professional Adviser
- Unlimited access to real-time news, industry insights and market intelligence.
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters.
- Make smart business decisions with the latest developments in regulation, investing retirement and protection.
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes.
