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...
Follows McVey's resignation
Schroders and Aviva Investors
LightTower Partners, Seneca Partners and Unicorn AM
Integration with Money Dashboard
View from the front row