IRESS launches 'next generation' customisable client portal

Free for XPLAN users

Tom Ellis
clock • 2 min read

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...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Technology

'Excessive conservatism': Wealth fintech risks being left behind

'Excessive conservatism': Wealth fintech risks being left behind

'Nobody gets fired for buying IBM'

Alex Cowan-Sanluis
clock 11 July 2025 • 4 min read
Advisers told AI is 'only as good as the data you feed it'

Advisers told AI is 'only as good as the data you feed it'

Avenir’s MacDonald urges advisers to look at internal processes first

Isabel Baxter
clock 10 July 2025 • 2 min read
AI: Why financial advice is on the brink of a rapid revolution

AI: Why financial advice is on the brink of a rapid revolution

Three practical steps advisers and planners can take now

Rohit Vaish
clock 08 July 2025 • 5 min read