2 minute read
TODAY’S ADVISER NEEDS AN EFFICIENT, EFFECTIVE, END-TO-END SOFTWARE SOLUTION TO MEET EXPECTATIONS
Many financial advice practices, no matter their size, face similar challenges:
• to deliver the best possible client experience
• to provide dependable, high-quality financial planning advice based on accurate data and calculations
• to automate repetitive and timeconsuming tasks to improve efficiencies and increase client satisfaction.
To meet these goals, financial advisers need comprehensive financial advice and investment management software that enables them to digitise and streamline their processes, while delivering complete, compliant and highquality service and outcomes to the client, says Barrie van Zyl, Head of Account Management for Iress, South Africa.
“Running a financial advice business under current market conditions is complex, with firms required to balance the need for efficiency with delivering against increasing client expectations and meeting regulatory requirements,” he adds. “To get this right, financial advisers should have software that helps them manage the entire advice journey – from lead capture to ongoing reviews – as well as engage with clients digitally, and safely store client data and documentation.”
Flexible, configurable and modular
Iress has used its extensive experience in financial planning and advice technology to evolve its software into a complete and comprehensive technology platform. Xplan is built to fit different advice models and businessrequirements, as well as being flexible, configurable and modular.
Supporting the delivering of advice across the entire process, Xplan is scalable to suit advice businesses of any size. Xplan streamlines business processes and improves efficiencies in every facet of the business, with all client data and documentation stored in a single system, as well as workflow management capabilities, powerful calculator, portfolio management and modelling tools, and comprehensive reporting.
An open ecosystem
Iress offers over 450 available integrations, including data feeds, applications, research platforms and gateways. Through Iress Open, Xplan integrates with leading technology and data providers to give advisers choice and flexibility. This includes both standard and custom integrations, enabling clients to determine what makes up their technology ecosystem, with Xplan at the core.
Built on user insights
To unlock efficiencies for users, a collaborative software design approach is available through Iress Labs. This means that shared user experiences shape the design and development process for future functionality.
Built for better advice
Delivering a quality client experience is key, with an increasing demand for digital channels during this time of remote working. Iress’s digital Client Portal allows advisers’ clients to view their real-time consolidated investment and insurance portfolio online, and has recently become an even more important feature for advisers. As a powerful client database and relationship management system, Xplan provides the tools to stay close to clients and help them maximise financial outcomes.
Iress’s full suite of financial advice and investment management software provides better ways to track revenue, analyse data, source and compare the right financial products, and deliver quality advice more efficiently.
Ready to reduce administration, maximise business opportunities and deliver high-impact advice? Find out how we can help at www.iress.com.
Barrie van Zyl, Head: Account Management, Iress
