Advisers who sign up for the new capability will be able to schedule and hold video meetings with clients using XPLAN, screen share documents and applications, record advice discussions and return all records of meetings directly to the client’s file notes in XPLAN.
IRESS Product Executive, Wealth Management, Emily Chen said: “Clients are seeking engagement across a variety of channels from face-to-face to an online digital experience.
“The integration of SuiteBox with XPLAN adds a video-based communication to XPLAN. This will help financial advisers increase their options for effective and efficient client engagement.”
SuiteBox CEO, Ian Dunbar said: “By integrating SuiteBox into XPLAN, we are delivering the next generation of digital engagement tools for financial advisers with a leader in financial advice technology. It is exciting to work with a partner like IRESS, which shares our vision for the way advice can be delivered.
“Busy professionals such as financial advisers, do not want to be using disparate tools with multiple, stand-alone applications. SuiteBox brings together meeting, collaboration and transactional capabilities that seamlessly integrate with XPLAN, creating an exceptional proposition for advisers and their clients.”
The integration will be available to XPLAN users on version 2.21 or higher.
+61 (0) 435 684 543
IRESS acquires international market data provider QuantHouse.
Neobank Volt adopts IRESS software MSO to digitally process mortgages.
IRESS Limited announced statutory net profit for the 12 months to 31 December 2018 of $64.1 million, up 7% over the prior year.
ASX-listed financial technology business IRESS is set to become the first Australian company to offer paid leave for employees with children starting primary school.
George Vidinis has been appointed the role of Head of Institutional Broking & Online.
IRESS Open will make it simpler and easier for clients to enable third-party applications to integrate to XPLAN.
IRESS releases automated personal advice solution and announces implementation with WA Super.
The new client portal, available now through XPLAN, provides a contemporary, simple to use, front-end solution for businesses to engage their clients in a range of services digitally.
IRESS Limited reports 2018 half year results - top line growth, positive operating leverage, deliver +13% Segment Profit on pcp.
Our new initiative, IRESS Labs, means more users will be able to input directly into the design and development process and use future functionality in advance of general release.
Xinja, first to use IRESS' Mortgage Sales and Origination (MSO) home loan platform in Australian market.
Integrating data analytics solution Lumen with XPLAN means licensees can more quickly and easily identify actual and potential scenarios where advice standards are not being complied with.