List of Iress Xplan Client Portal Customers
Melbourne, 3000, VIC,
Australia
Since 2010, our global team of researchers has been studying Iress Xplan Client Portal customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Iress Xplan Client Portal for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Iress Xplan Client Portal for CRM and Investor Relationship Management include: Euroz Hartleys Australia, a Australia based Banking and Financial Services organisation with 170 employees and revenues of $40.0 million, Lewis Investment United Kingdom, a United Kingdom based Banking and Financial Services organisation with 43 employees and revenues of $4.0 million, Blevins Franks Financial Management, a Portugal based Insurance organisation with 12 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Iress Xplan Client Portal, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Iress Xplan Client Portal customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Blevins Franks Financial Management | Insurance | 12 | $3M | Portugal | Iress | Iress Xplan Client Portal | CRM and Investor Relationship Management | 2019 | n/a |
In 2019, Blevins Franks implemented Iress Xplan Client Portal as a CRM and Investor Relationship Management solution to provide expatriate clients with online access to portfolio valuations, secure messaging and document delivery. The deployment of Iress Xplan Client Portal was positioned to enable remote service delivery for a small, Portugal-based advisory firm serving international clients.
The implementation configured Iress Xplan and its Client Portal to surface portfolio valuation data, a secure messaging channel, and a client document repository, aligning front-office advisory workflows with client-facing access. Functional capabilities emphasized client self-service for statements and secure communications, and advisor access to synchronized client records within Xplan to support relationship management and advice delivery.
Operationally the rollout covered expatriate client servicing and advisor-client communication workflows, enabling continuous, 24/7 remote operations. The system was already in place before the COVID-19 pandemic, which supported business continuity and led to increased client portal usage for CRM and investor relationship management, while governance focused on centralizing client access and standardizing secure client communications.
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Euroz Hartleys Australia | Banking and Financial Services | 170 | $40M | Australia | Iress | Iress Xplan Client Portal | CRM and Investor Relationship Management | 2021 | n/a |
In 2021, Euroz Hartleys Australia implemented Iress Xplan Client Portal to support its private wealth advisory operations in Western Australia. The deployment focused on delivering a paperless advice process and strengthening compliance controls within the firm, positioned under the CRM and Investor Relationship Management category.
Iress Xplan Client Portal was configured with client-facing portal functionality and digital signature capability to enable electronic execution of advice documents and client onboarding forms. The implementation emphasized document management, secure client communications, and e-signature workflows to orchestrate the end-to-end advice lifecycle and reduce manual document handling.
Operational scope covered private wealth clients in Western Australia and affected front-office advisers, client service teams, compliance, and back-office processing. The configuration supported advice delivery workflows and compliance recordkeeping, embedding audit trails and version control typical of CRM and Investor Relationship Management deployments.
Outcomes reported in the vendor case study included improved client engagement and measurable operational efficiency, with Euroz Hartleys estimating roughly 30 minutes saved per document and about 50 Australian dollars saved per document set through the paperless process and digital signatures.
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Lewis Investment United Kingdom | Banking and Financial Services | 43 | $4M | United Kingdom | Iress | Iress Xplan Client Portal | CRM and Investor Relationship Management | 2020 | n/a |
In 2020, Lewis Investment United Kingdom implemented Iress Xplan Client Portal as its CRM and Investor Relationship Management solution to digitize client onboarding and servicing workflows. The deployment focused on a client portal front end providing secure messaging and a mobile client view, combined with digital signatures to complete application forms within the advisory process.
The Iress Xplan Client Portal implementation included configuration of client-facing workflows, electronic signature orchestration for application forms, and document handling to reduce manual paper steps. Messaging and mobile access were provisioned as core functional capabilities to support advisor to client exchanges and remote form completion, with routing configured to move signed documents into advisor and operations queues for processing.
Operational scope covered client-facing advisory, client services, and back-office processing within Lewis Investment United Kingdom, aligning CRM and Investor Relationship Management functions around the portal. The rollout delivered explicit outcomes reported in the case study, including reduced print and postage costs and accelerated processing times, with some transactions moving from multiweek cycles to same-day completion.
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