Tag: Client Portals

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Intelliflo – Personal Finance Portal

Posted by Robert Quartey | May 23, 2019 | Client Portals, EATT Conference, EATT2019 Disturbance Demos, Empowering Advice Through Technology 2019, Events, intelliflo

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Intelliflo – Personal...

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IRESS CLIENT PORTAL

Posted by Robert Quartey | Apr 11, 2019 | Client Portals, Investment |

Iress have launched a new client portal option as part of their standard “out of the box” Xplan...

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