Home Wealth Portfolio

Portfolio

The IRESS Portfolio System (IPS) offers a complete, client-centric portfolio solution for financial planning and wealth professionals.

Integrated into XPLAN, IPS lets you construct, review, analyse and maintain simple or sophisticated investment portfolios effortlessly. A range of client notification methods, and connectivity for trade execution and automated transaction updates, complete the picture.

 

Support any portfolio composition.

No matter what the composition of your clients' investments, you can maintain their portfolio in IPS.

Automated updates from datafeed providers, such as fund managers, brokers and platforms, makes reviewing and reporting on portfolio positions efficient.

 

Disclosure fee management.

A suite of disclosure fees templates allows for flexible and tailored fee statements at the press of a button.

 

Comprehensive data feeds. 

XPLAN utilises the IRESS Portfolio System, which accesses over 100 data providers, and comes with a dedicated support team.

 

Leverage your other XPLAN modules.

IPS works with other XPLAN modules to provide: 

  • Integrated third party research
  • Flexible fee structures
  • Client online access support.

Trade your positions.

Integration with the IRESS and IOS+ trading platform lets you monitor the markets and manage positions directly from your portfolio interface in real-time.

The ability to maintain trading accounts with multiple brokers, and at broker discretion gain direct market access (DMA), makes processing trades and managing positions transparent.

You can see the market as your broker sees it, monitor the orders you create and those your broker creates for you.

Contact Our Sales Team

 

Features

  • Support for all investment types
  • Multi-currency support
  • Flexible fee structures
  • CGT assessment of realised and unrealised gains
  • Comprehensive reporting
  • Automated transaction updates
  • Broker connectivity for trade execution
  • Corporate actions support
  • Ad-hoc or target set based portfolio construction

Product: XPLAN IPS

 


Latest news

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...
Friday, August 09, 2013
IRESS Half Year Results 2013
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