Login to leave a review
Client Portal - Xplan (Iress)
Value for money
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.
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.
Iress is listed on the Australian Stock Exchange.
No integrations available for Cash Management
Advance by Embark
Aegon Platform (formerly Cofunds)
Aegon Retirement Choice (ARC)
Investcentre (AJ Bell)
Standard Life Elevate
Standard Life Wrap
Adviser Office (IRESS)
No integrations available for Research
M&G Wealth Platform
Integrates One Way
Integrates Both Ways