Wealth products

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Wealth products

With enhanced workplace efficiency at its core, our multi-purpose tools adapt to a wide range of roles and financial planning environments.

IRESS supports a range of web and desktop based solutions for wealth participants in South Africa via two core product streams, XPLAN and Spotlight.

Solution	Description
Alerts Manager	Automated exception-based rules assist advisers in monitoring their client data, and produce trend and risk management reporting for dealer audit teams.
Client Focus	Comprehensive fact find and client relationship management (CRM) solution.
Client Online Access	Gives investors access to their financial plans and other details live on the financial planner's website.
CommPay	Flexible rules-based solution that lets clients design and manage commission and remuneration models.
Engage	A suite of wizard-based advice calculator tools designed for placing in XPLAN Client Online Access. XPLAN Engage supports white-label and user interface customisation.
IRESS Portfolio System (IPS)	A scalable portfolio solution for managing and reporting on client portfolios.
Professional Adviser Access	Customised XPLAN access for external professional advisers, to view client information.
Referrer Access	Customised XPLAN access for external referrers, to enter client information.
Risk Profiler	A psychometric, independent risk tolerance analysis and risk profile selector.
Risk Researcher	A fully interactive risk insurance solution, comprising all the tools necessary to determine client risk needs, assess, model and recommend risk solutions.
Show Me	Investors view their financial planner's desktop in real time via the internet.
XTOOLS	A powerful suite of calculators for identifying client needs and exposing business opportunities.

Solution	Description
Advisor Edition	Automated exception-based rules assist advisers in monitoring their client data, and produce trend and risk management reporting for dealer audit teams.
Compliance Manager	Compliance Manager incorporates the three core areas of compliance management in your business: Workflows, Audit Log and Record of Advice.
Investor	Integrated investment tracking tool, which lets you analyse a full spectrum of investments, and make investment decisions while monitoring your client's portfolio on a real-time basis.
Risk Researcher	A fully interactive risk insurance system for financial advisers, which lets you research, compare and recommend risk products quickly and efficiently. Risk Researcher provides qualitative analysis of personal risk insurance products.
Wealth Manager	Provide holistic Wealth Management advice for Clients. Wealth Manager focuses on the client’s lifestyle goals and allows the Financial Planner to easily model scenarios with the client on how the goals can be achieved.

To find out more about the IRESS Wealth solutions, please contact us.