Home Private Wealth Online Access

Online Access

A secure and controlled online portal to make managing your client's data effortless, and to empower your clients with the ability to directly influence their investments.

The online access portal allows clients and advisers to remotely view and manage data and investments. White label branding lets you seamlessly integrate the portal into your business website.

 

Update personal details.

In a secure and controlled way, your clients can update their personal details directly. This means you always hold correct and current client data, straight from the source.

 

Interact with your clients.

Conduct online presentations in real time and let your clients monitor their investments and data when it's convenient to them.You control what they can see and you can tailor access to individual client needs.

 

Generate orders.

Let your clients self-manage their investments by generating orders directly via the online portal.

Contact Our Sales Team

 

Features

  • Manage your end clients
  • Collect client data directly into the CRM
  • Give clients order generation capabilities
  • Integrate your branding via a white labelled interface

Product: Private Wealth

 

"Manage your clients' complete wealth needs, centrally."

 


Latest news

Friday, November 07, 2014
IRESS Integrates XPLAN with Cl...
Wednesday, October 22, 2014
IRESS Integrates Markit's TCA ...
Thursday, August 21, 2014
IRESS Half Year Results 2014
Wednesday, July 16, 2014
XPLAN Continues to Lead Advice...
Media Centre

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