IRESS launches 'next generation' customisable client portal
Free for XPLAN users
"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, the firm...
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