A better way to connect

Client Portal

The secure way to connect and communicate online with your clients.

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.

Any digital tool we adopt must be aligned to our own brand values, communicate insightful information and enrich the client experience. Client Portal delivers on this in spades.

Cockburn Lucas Independent Financial Consulting

Deliver more with Client Portal:

  • Benefit from secure messaging, notifications, document sharing and signatures.
  • Configure to your own requirements, add your own branding and customise your content.
  • Build functionality to suit the specific demands of your business.
  • Adjust and respond to client needs with automated processes and comprehensive usage analytics.
  • Give your clients a complete perspective on their financial life and demonstrate the value of your advice.
  • Securely hosted and desktop, laptop, mobile and tablet-friendly.
  • Integrated with Iress systems, third-party data sources and software apps.
  • All data and documents stored in your existing secure Iress system.

Client Portal FAQs?

Download our fact sheet for more information on how Client Portal can work for your business.

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