IRESS launches 'next generation' customisable client portal

Free for XPLAN users

Tom Ellis
clock
"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
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.

Join

 

Already a Professional Adviser member?

Login

More on Technology

"In a world of increased digitisation, data is the essential foundation of digital transformation." - Tim Thompson-Rye

Tim Thompson-Rye: Data - advice firms' most valuable asset

Business gains, client gains

Tim Thompson-Rye
clock 09 August 2022 • 4 min read
Fundment launches integration with CashCalc

Fundment launches integration with CashCalc

Reduces re-keying errors

clock 02 August 2022 • 2 min read
A CII spokesperson said: "We are aware of an IT issue, which resulted in a couple of candidates being unable to access their CF6 Mortgage Advice exam for 15 minutes this morning."

Advisers face renewed CII exam tech issues

'Kicked out of the system'

clock 26 July 2022 • 2 min read