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Wealth & Private Banking › Portfolio & Wealth Management › Wealth Management Platform
Iress Xplan Wealth
A comprehensive wealth management platform designed for financial advice and portfolio management.
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Overview
Iress Xplan Wealth is a software platform focused on financial advice and portfolio wealth management. It provides tools for managing client portfolios, integrating market data, and supporting trading and investment management workflows.
The platform supports financial advisors with client portals, extensive integrations, and market data access to streamline wealth management processes. It is part of the broader Iress suite of financial software solutions.
Iress is a global technology company providing software to the financial services industry, with a focus on delivering integrated solutions for wealth management, trading, and market data.
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