Wealth Management Solutions
In support of the broad ranging tasks performed by wealth management professionals today, IRESS offers a comprehensive range of integrated wealth management tools. These tools reduce the time our clients spend on administration, and allow them to maximise business opportunities while delivering complete, compliant and considered financial solutions to their clients.
Catering to the needs of all financial planning environments, all our wealth management tools are available in two comprehensive, easy to use platforms; XPLAN a web based interface, and VisiPlan, a desktop installed application.
Client Management
Central to any well-managed financial services business is an effective and powerful Client Relationship Management (CRM) system. Our XPLAN Client Focus module lets you manage your client base effectively, efficiently and comprehensively.
Practice Management
We see practice management and client management as independent, yet complimentary, business functions. For this reason, we offer dedicated practice management tools to help you run your business in a structured and efficient way.
Portfolio
To support the diverse and often complex compositions of client investments, we offer a portfolio solution that lets you construct, review, analyse and configure your clients’ portfolios effortlessly. XPLAN's IRESS Portfolio System (IPS) manages simple or sophisticated investments in all currencies and offers a range of client notification methods. Connectivity for trade execution and automated transaction updates complete the picture.
Risk Insurance
Making considered and appropriate risk decisions for clients is fundamental to any financial planning practice. Our XPLAN Risk Researcher solution assists in all aspects of this process.
Superannuation
Advising clients on the rollover or consolidation of their superannuation is a key component of the advice process. In today’s environment, a research tool such as the XPLAN's SuperSolver module is crucial to providing an appropriate reasonable basis for your rollover advice.
Mortgage Qualification
The IRESS mortgage qualification solutions are developed by a team of experienced broking professionals who understand the unique requirements of the mortgage broking industry. Our solutions offer mortgage qualification and research tools, for loans and risk management.
Calculators
Identifying clients needs which will result in business opportunities is central to any adviser based wealth management business. Our Xtools suite of calculators does just this in a simple, logical and easy-to-use interface.
Strategy Modelling
XPLAN's strategy based modelling tool, Xtools+, is tailored to the analysis and modelling of strategies for financial planning entities. Xtools+ lets you create multiple strategies and scenarios for comparison.
Client Online Access
Give your clients the flexibility and convenience to view their live consolidated investment portfolio information online. The XPLAN Client Online Access module lets you tailor online access for individual clients.
Remuneration
IRESS offers flexible rules-based solutions for designing and managing commission and remuneration models in any business environment. Our solutions let you efficiently manage your commission and remuneration information, ensuring accurate and timely payments.
Hosting Services
IRESS Market Technology is committed to providing a complete technological wealth management solution. We offer hosting services for XPLAN that remove the burden of IT from advisory firms by overseeing all aspects of software delivery and management.