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Client management

The tools to communicate, facilitate, store, record and manage all requirements for your client business.

XPLAN's Client Focus module is a comprehensive fact find and CRM system. It is an easy-to-use data collection model that is flexible and powerful.

Clients

Robust client software that facilitates the capture and storage of all client information, and effortless client relationship management (CRM).

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Communication

From a single client email to a mass marketing campaign, Client Focus keeps you in touch.

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Access

Our information portal, Client Online Access, lets your clients view their live investment portfolio online.

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Latest news

Tuesday, August 25, 2015
XPLAN rated number one for ins...
Monday, August 17, 2015
Olivetree signs with IRESS
Wednesday, July 15, 2015
XPLAN Named Number One Choice ...
Thursday, June 04, 2015
IRESS acquires Innergi
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