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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.
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".
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
Old Mutual Wealth
Adviser Office (IRESS)
No integrations available for Research
No integrations available for Suitability Profiling
Integrates One Way
Integrates Both Ways