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Home Client Portal Client Portal – Xplan (Iress)

Willingness to recommend

3.63/5

Based on 8 reviews

Client Portal - Xplan (Iress)

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Value for money

3.88/5

Support

3.5/5

Integrations

4/5

Based on 8 reviews

Iress launched its new Client Portal in 2019, replacing it’s first gen ‘Client Touch’ portal.

Customised and connected, Client Portal is the secure way to give your clients an online view of their investments and financial life.

Accessible via mobile, tablet, laptop and desktop, Client Portal is easy to navigate and provides a secure line of two-way communication between you and your clients.

Built on a sophisticated, user-friendly enterprise grade content management system (CMS), you can configure the front end interface from a host of widgets across advice, transactions, content, communication and account management.

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, only 5 said they use Client Portal (Iress). Those reviews aren't great with a score of 2.4 out of 5 for willingness to recommend to colleagues.

Ownership:
Iress is listed on the Australian Stock Exchange.

Integrations

4/5
Based on 8 reviews
Cash Management
Cashflow Modelling
Other
Platform
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

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Xplan (Iress)

No integrations available for Research

M&G Wealth Platform

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Client Portal – Xplan (Iress)
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
It is relatively efficient
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
2/5
Service
It's merely satisfactory
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
happy so far
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
okay to deal with
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Simple to use but could be better
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
easy to use system
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
Reliable
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
works for us
Anonymous March 2020
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