Blog Post

Advice Efficiency
2 MIN READ

Why the client portal is the most important technology choice of all

Peter.Worn's avatar
Peter.Worn
Icon for Advisely Partner rankAdvisely Partner
2 years ago
In the dynamic world of wealth management, financial advisers face the perennial challenge of effectively engaging with clients. One of the most pivotal elements in this interaction is the client por...
Updated 2 years ago
Version 10.0
client portal
practice management
technology
lachlan.fuller's avatar
lachlan.fuller
Icon for Iress Contributor rankIress Contributor
2 years ago

Great conversation Peter.Worn and thanks for the comment luke.watson3 

Iress are continuing to invest in building out an engaging tool that allows advisers the ability to, among other things, move away from email as the primary form of communication. Part of this investment is an uplift in the interface components to make the application "more user friendly".

We're always happy to take on feedback and if you would like to discuss further, please get in touch via email (lachlan.fuller@iress.com) or phone +61 411 135 336.

Regards

Lachlan Fuller

Assoc. Product Manager - Client Portal

Related Content

Client reviews

G'day All There is always a lot of focus on new client engagement and SOA production. Given most practices have way more ongoing clients than new, how are you finding the process of arranging review...
MandyP
10 months ago
435Views
4likes
17Comments