Adviser desktop

IRESS' Private Wealth solution offers the full spectrum of functionality needed by private wealth participants. Clients can tailor the desktop (or range of desktops) to suit their individual business and channel requirements.

Unique and holistic.

From maintaining client data and creating and managing advice, through to orders and execution management, this unique integrated solution offers functionality for all private wealth requirements in one holistic framework.

Fully hosted and accessible.

Fully hosted and managed with a single web sign on, the proven and robust IRESS infrastructure innately supports interconnectivity between products, modules and third party applications.

Consolidate your assets.

Consolidate the assets (or products) provided by multiple external providers and gain discretionary choice over how and where you add value to your clients and business.

Through its complete suite of tools, Private Wealth reduces the costs and burdens of managing numerous disparate products, enhancing your ability to deliver considered and appropriate advice to your clients.

Configure and integrate.

Extensively configurable, the solution is white-labelled, allowing you to brand the interface elements and output documents to represent your business. 

Customise the fields, user interface elements, templates, workflow and reporting to fully support your business processes.

Private Wealth integrates with:

• IRESS Financial Markets and Wealth Management solutions
• Email and calendar management
• Websites and web applications
• Third party applications, such as managed fund and equity research, and referral networks.

"Tools for portfolio managers and private wealth advisers."