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.”
Recommended for you
Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.
Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector.
Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk and compliance.
ASIC chief executive, Warren Day, is among senior executives to depart the corporate regulator amid changes to its leadership team.