Login to leave a review
Client Portal - Adviser Office (Iress)
Value for money
Based on 1 reviews
Client Portal is a fully hosted cloud solution offering your clients 24/7 access to their information held within Adviser Office.
Client Portal gives you more flexibility in the service you can offer your clients. Whether you choose to make Client Portal part of a new service proposition, offer it as an enhancement to your existing arrangements, or simply use it as a safe online method of communication with your clients, Client Portal supports you in delivering an enhanced and secure service.
Iress' Adviser Office client portal doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view. Previous reviews aren't great for the client portal, with an average score of 2.6 out of 5 for willingness to recommend to colleagues. Advisers complain that Iress's client portal has not been well maintained and supported. One said "lack of development of the portal".
Iress is listed on the Australian Stock Exchange
No integrations available for Cash Management
No integrations available for Cashflow Modelling
Advance by Embark
Aegon Platform (formerly Cofunds)
Aegon Retirement Choice (ARC)
Aviva Bonds and Pensions
Adviser Office (IRESS)
No integrations available for Research
M&G Wealth Platform
Integrates One Way
Integrates Both Ways