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Home Client Portal Client Portal – Adviser Office (Iress)

Willingness to recommend

2/5

Based on 1 reviews

Client Portal - Adviser Office (Iress)

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Value for money

3/5

Support

3/5

Integrations

3/5

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.

NextWealth view

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".

Ownership:
Iress is listed on the Australian Stock Exchange

Integrations

3/5
Based on 1 reviews
Cash Management
Cashflow Modelling
Other
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Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

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No integrations available for Research

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Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Client Portal – Adviser Office (Iress)
2/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020

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