Logo

Reqister/Log in

IRESS Xplan from Iress

End-to-end wealth management platform with CRM functionality, financial planning tools, portfolio management, client portal, document management, and compliance support.

Is this your product?


More about Iress

Product analysis by function

Client Relationship Management (CRM) Systems for Client Services

Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
More Client Relationship Management (CRM) Systems More Client Services ...


Client Data Management    
(10 Yes /10 Known /11 Possible features)

Interaction Tracking    
(9 Yes /9 Known /10 Possible features)

360-Degree Client View    
(9 Yes /9 Known /10 Possible features)

Workflow Automation    
(8 Yes /8 Known /10 Possible features)

Compliance and Security    
(9 Yes /9 Known /10 Possible features)

Analytics and Reporting    
(8 Yes /8 Known /10 Possible features)

Integration and Extensibility    
(8 Yes /8 Known /10 Possible features)

User Experience and Accessibility    
(7 Yes /7 Known /9 Possible features)

Client Communication Tools    
(8 Yes /8 Known /10 Possible features)

Service Case and Ticketing Management    
(8 Yes /8 Known /10 Possible features)

Performance, Reliability, and Support    
(7 Yes /7 Known /10 Possible features)

Compare

Hard working Robot This data was generated by an AI system. Please check with the supplier. More here

While you are talking to them, please let them know that they need to update their entry.