IRESS XPLAN (PRIVATE WEALTH MANAGEMENT)

Website www.iress.com
Phone +44 (0) 345 068 3000
Email

[email protected]

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Wealth Practice Management

Mortgage Practice Management

Client Portals

Financial Planning/Cash Flow/Retirement Planners

Portfolio Analysis

Portfolio Rebalancing

Quotation Portals

Mortgage Sourcing

Equity Release