Client Portal is an online portal delivering a professional and personalised digital experience to clients wanting an accurate view of their investments and financial life. Accessible via mobile, tablet, laptop and desktop, Client Portal is contemporary, easy to navigate and secure meaning your clients can interact directly with your business 24/7.

You select from a suite of widgets that provide information and functionality for your clients in the front-end interfaces. With different layouts to choose from,and adaptive to your brand style, it truly becomes your front-end.

The back-end is built on a sophisticated, user-friendly content management system (CMS) that draws on data in your existing Iress systems and presents it in the front-end interface for your clients. The CMS is an easy to administer, flexible solution that delivers your digital client experience at scale.