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Adviser desktop

Integrated online desktop for portfolio managers and private client advisers operating within advice provision, discretionary management, and execution services.

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.

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Features

  • Web-deployed, managed advisor desktop 
  • Supports multi-channelled private wealth requirements
  • Consolidates assets/products for external providers
  • Highly configurable
  • Integrates with IRESS Financial Markets and Wealth solutions
  • Client portal
  • Multi-language

Product: Private Wealth

 

"Tools for portfolio managers and private wealth advisers."

 


Latest news

Thursday, August 21, 2014
IRESS Half Year Results 2014
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Friday, August 09, 2013
IRESS Half Year Results 2013
Tuesday, August 06, 2013
IRESS Acquires Avelo Financial...
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IRESS at a glance

For more information visit our company profile.

  • Employees 1340
    Global Employees
  • Offices 14
    Global Offices
  • Established 20+
    Years Experience
About IRESS

Services and support

Find out about how we support our clients and products.

IRESS Services

Contact us

Please contact us for more information about our products.

  • Phone General enquiries
    (03) 9018 5800
  • Phone Wealth support
    1300 130 069
  • Phone Financial support
    1800 681 078
Contact IRESS