Your own branded portal

Expand your service offer and keep your brand front of mind with your own customisable Financial Knowledge Centre and monthly newsletter.

Fresh content every month

Stay in touch with your clients, and bring them a fresh mix of digital content every month, retaining flexibility and control of what they see.  

Easy access

Quick and easy to integrate into your business and through your social media channels, with multi device access for your clients.

Features

  • An instant client centric platform, customisable and tailored to your brand 
  • Your own branded monthly newsletter
  • Wide range of financial and life event based articles and videos
  • Comprehensive learning modules 
  • Financial calculators and other interactive tools
  • Flexibility to integrate your own content and manage what your clients see
  • Easy access across multiple devices 
  • Social media friendly
  • Fully hosted and supported

Financial Knowledge Centre

IRESS Financial Knowledge Centre, financial and life stage content designed for clients of wealth managers and financial planning professionals.

What our customers say

Contact Us to find out more

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