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Home Client Portal Client Portal – Adviser Office (Iress)

Willingness to recommend

2.61/5

Based on 14 reviews

Client Portal - Adviser Office (Iress)

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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.

NextWealth view

Just over half (54%) of financial planners say that they use a client portal. Among the 254 financial planners in our most recent survey who said they use a client portal, 6% (or 14) said they use the client portal offered to Iress' Adviser Office back office system. 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".

Ownership:
Iress is listed on the Australian Stock Exchange

Integrations

Cash Management
Cashflow Modelling
Other
Platform
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

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Adviser Office (IRESS)

No integrations available for Research

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

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