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Client Portal - Xplan (Iress)
Willingness to recommend
3.41/5
About the provider
Customised and connected, Client Portal is the secure way to give your clients an online view of their investments and financial life.
Deliver a better digital experience, choose the best set-up for your business, and easily add modules for advice, transactions, content, communication and account management.
Available through Xplan, Client Portal offers a better way to connect and communicate securely with your clients.
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Ownership:
Iress is listed on the Australian Stock Exchange.
NextWealth analysis
Just over half (54%) of financial planners say that they use a client portal. Among the 254 financial planners in our most recent survey who said they use a client portal, only 5 said they use Client Portal (Iress). Those reviews aren't great with a score of 2.4 out of 5 for willingness to recommend to colleagues.
Integrations
Based on 51 reviews
3.39/5
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
Xplan (Iress)
No integrations available for Cash Management
Xtools
Brooks Macdonald
Canada Life
CashCalc – Data Capture
GB Group eIDV
Genovo
Investec
IRESS Pulse
Legal and General
LGT Vestra
MailChimp
Margetts Fund Management
Microsoft
Morningstar
O&M Profiler
Papercloud iO
Paymentshield
Pershing
Prudential
Royal London
Scottish Widows
Standard Life
Sterling
Suitebox
Timeline
watermark
Zoom
7IM
abrdn Elevate
abrdn Wrap
Aegon
Aegon Platform (formerly Cofunds)
Aegon Retirement Choice (ARC)
AJ Bell Investcentre
Aviva
Aviva Bonds and Pensions
Bordier and Cie [UK]
Cofunds
Credo Group
Embark Platform
Fidelity Adviser Solutions
James Hay
M&G Wealth Platform
Nucleus
Parmenion
Pershing
Quilter’s Platform
Scottish Widows
Transact
Wealthtime
FE Analytics
Morningstar
O&M Systems
Selectapension
The Exchange
Trigold
Dynamic Planner
FE Analytics
Oxford Risk
Voyant
Reviews
Willingness to recommend
Integrations
Value for money
Service
"Very easy to use
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
Hit and miss
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
