IRESS launches mobile app aimed at planners and clients
Specialist financial planning software provider IRESS announced this week it had released a new mobile application – XPLANtouch.
It said the application was intended to allow clients, via their advisers, to access personal and financial data from their tablet devices.
Announcing the new product, IRESS executive product manager – wealth, Aaron Knowles said a recent overseas survey of financial services websites, conducted by mobiThinking.com, had revealed that in Western markets 40 per cent of access occurred via a tablet or mobile device.
“People are also increasingly using technology to help them manage their personal finances,” he said.
“We recognise that if consumers expect to access and manage their financial lives online, and online is increasingly mobile, then mobile needs to be part of an adviser’s service offering,” he said.
The company said XPLANtouch allows a financial adviser’s clients to view and update personal details; view portfolio data in tables, charts and graphs; and generate a select range of branded reports on demand.
The app supports swiping through views and interactive charts and works on all tablets, including the Apple iPad, Samsung Galaxy and Microsoft Surface.
Recommended for you
A panel of commentators have emphasised working in a support or administrative role, such as in a call centre, need not be a step backwards and can provide valuable experience for future advice roles.
The FAAA’s Phil Anderson has said the delisting of E&P Financial Group won’t stop the company coming under scrutiny in the public inquiry.
A judge has dismissed an appeal by former Linchpin Capital Group director Peter Daly against a $150,000 penalty for breaching his duties as a director.
E&P Financial Group, former parent of Dixon Advisory, has formally requested to delist from the ASX, with the company noting the negative impact of regulatory proceedings on its share price.