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Client Portal - Xplan (Iress)

Willingness to recommend

3.39/5

Integrations

3.52/5

Value for money

3.61/5

Service

3.43/5
Based on 23 reviews

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About the provider

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

Deliver a better digital experience, choose the best set-up for your business, and easily add modules for advice, transactions, content, communication and account management.

Available through Xplan, Client Portal offers a better way to connect and communicate securely with your clients.

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Ownership:

Iress is listed on the Australian Stock Exchange.

NextWealth analysis

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.

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Integrations

Based on 23 reviews
3.52/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Other
Platform
Research
Risk profiling and suitability

Adviser Office (IRESS)

Xplan (Iress)

No integrations available for Cash Management

Xtools

Brooks Macdonald

Canada Life

CashCalc – Data Capture

GB Group eIDV

Genovo

Investec

IRESS Pulse

Legal and General

LGT Vestra

MailChimp

Margetts Fund Management

Microsoft

Morningstar

O&M Profiler

Papercloud iO

Paymentshield

Pershing

Prudential

Royal London

Scottish Widows

Standard Life

Sterling

Suitebox

Timeline

watermark

Zoom

7IM

abrdn Elevate

abrdn Wrap

Advance by Embark

Aegon

Aegon Platform (formerly Cofunds)

Aegon Retirement Choice (ARC)

AJ Bell Investcentre

Aviva

Aviva Bonds and Pensions

Bordier and Cie [UK]

Cofunds

Credo Group

Embark Platform

Fidelity Adviser Solutions

James Hay

M&G Wealth Platform

Novia

Nucleus

Parmenion

Pershing

Quilter’s Platform

Transact

FE Analytics

Morningstar

O&M Systems

Selectapension

The Exchange

Trigold

Dynamic Planner

FE Analytics

Oxford Risk

Voyant

Reviews

Willingness to recommend
Integrations
Value for money
Service
Only just started to use
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
support tends to ignore the issues raised or lack any sort of understanding of issues rasied
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
We have used it for a long time and know how to use it.
Anonymous May 2022

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