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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
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Reviews
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
see previous answer
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
