IRESS launches new client portal
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement.
The new portal offers portfolio asset allocation and performance data, assets and liabilities breakdown, secure messages and documents, digital signatures, and a range of templated website designs.
IRESS product executive, Emily Chen, said today’s financial services businesses need to deliver a professional and personalised digital experience to their clients that offers an accurate perspective of their investments and financial life.
“Client portals are becoming increasingly vital to financial services businesses as they seek to improve their service by offering their clients more personalised and convenient self-service access,” she said.
Chen said IRESS identified a gap in the market for client portals that focus on delivering core services like secure communication methods for advisers and clients.
“An increasing public focus on data breaches has highlighted the importance of doing business securely,” she said. “Convenience is another major driver in improving engagement with consumers, who expect to interact with brands easily, using the device they prefer.”
AUTHOR
Anastasia Santoreneos
Recommended for you
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market.
SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage.
AFCA has confirmed its chief operating officer, Justin Untersteiner, will be departing the organisation in March to take up a CEO role.
Minister for Financial Services, Stephen Jones, has announced he will be retiring at the upcoming federal election.
