Wealth Management Solutions

In support of the broad ranging tasks performed by wealth management professionals today, IRESS offers a comprehensive range of integrated wealth management tools. These tools reduce the time our clients spend on administration, and allow them to maximise business opportunities while delivering complete, compliant and considered financial solutions to their clients.

Catering to the needs of all financial planning environments, all our wealth management tools are available in two comprehensive, easy to use platforms; XPLAN a web based interface, and VisiPlan, a desktop installed application.