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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.


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

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

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

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Latest news

Thursday, March 12, 2015
IRESS Launches SmartHub
Wednesday, March 11, 2015
IRESS Announced as Advice Tech...
Wednesday, March 04, 2015
XPLAN Named Top Financial Plan...
Wednesday, February 25, 2015
IRESS Full Year Results 2014
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

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