IRESS launches 'next generation' customisable client portal

Free for XPLAN users

Tom Ellis
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"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
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"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...

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