Media Releases / Technology

Financial technology business IRESS today announces the launch of its next-generation client portal with a clear focus on engagement.

Client portals are becoming increasingly vital to financial services businesses as they seek to improve their service by offering their clients more personalised and convenient self-service access. In collaboration with its clients, which include financial advisers, wealth managers, planners and mortgage brokers, IRESS identified a significant market requirement for a client portal that focuses on delivering core services.

One of these core services is for the adviser and client to be able to communicate securely and efficiently with each other. GDPR, and an increasing public focus on data breaches, have highlighted the importance of doing business securely. Convenience is another major driver in improving engagement with consumers, who expect to interact with brands easily, using the device they prefer.

The new client portal, available now through IRESS’ market-leading financial software solution XPLAN, provides a contemporary, simple to use, front-end solution for financial services businesses to engage their clients in a range of services digitally.

From launch the client portal offers:

  • Portfolio asset allocation and performance data - presented in a visually engaging and interactive design that provides the end client with instant valuable insight 
  • Assets and liabilities breakdown - split by managed and non-managed assets so the end client has a clear understanding of what their adviser is looking after for them
  • Secure messages and documents - two-way sharing of documents, and a mobile optimised experience for use on-the-go
  • Digital signatures - electronic signing of documents by one or more parties, enabling speedy and straightforward document signing in line with consumer expectations
  • A range of templated website designs - small and large businesses alike can easily align their portal to their brand


Richard Ross, Digital Product Manager, IRESS, said: “Today’s financial services businesses need to deliver a professional and personalised digital experience to their clients, offering an accurate perspective of their investments and financial life. Our new client portal provides a secure and straight-forward way for financial professionals and their clients to engage and communicate with each other 24/7 and can be delivered at scale and with ease.

“Significantly, IRESS’ new client portal allows businesses to increase profitability through the effective engagement and servicing of their client base as well as efficiently acquiring new clients.”

Mike Horseman, Managing Director at Cockburn Lucas, who have been involved in an initial pilot phase, said: “Any digital engagement tool we adopt must be aligned to our own brand values. It must communicate insightful information that enriches the client experience. It must provide meaningful functionality and it must be intuitive to use. The new client portal from IRESS delivers on these essential points in spades. It’s clear they have given a tremendous amount of thought to how advisory businesses interact with clients. A client portal is, in effect, our shop window to our customers.

“Another key driver behind our decision to partner with IRESS in our digital strategy is the need to ensure the experience complies with GDPR requirements, meaning data integrity is paramount.”

Download full media release PDF (30 KB)


Journalists, for further details, please contact:

Debra Knott/Sian Gulliver


Telephone: +44 (0) 1926 621 410

Mobile : +44 (0) 7796 271 584




Mark Locke / Jenette Greenwood

the lang cat

Telephone: +44 (0) 131 202 5994



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