Invessed is a complete client engagement platform for Financial Advisors and Wealth Managers, including Client Experience, Advisor Productivity, Financial Integrations and Crypto Custody suites.

HubSpot's customer relationship management (CRM) platform includes the necessary marketing, sales, service, and operations software to help your business grow. It allows businesses to store customer data, track interactions, and manage inbound marketing, sales, and customer service in a centralised system.

Dynamics 365 is a leading CRM and business application platform that connects your entire business. It has a proven record of delivering a 200%+ ROI over 3 years, including Sales and Marketing, Service, Finance, and Supply Chain Management.

DocuSign is a digital transaction management platform that eliminates manual paperwork by streamlining document workflows. It offers secure and legally binding electronic signatures, allowing users to sign and manage documents online. With DocuSign, businesses can speed up document processes, enhance collaboration, and ensure regulatory compliance.

Intelliflo is a Software as a Service (SaaS) platform that provides advisors and wealth management firms with access to financial advice. Intelliflo's technology helps streamline operations by managing workflows, addressing consumer and regulatory requirements, and facilitating the entire advice process to promote growth in the financial services industry.

Xplan is a financial planning and wealth management software designed for advisers. It allows firms to store and manage client data, analyse risk, and perform market research. Unlike generic CRM systems, Iress Xplan is specifically designed for wealth management and financial advice, offering unparalleled functionality in a single platform.

Salesforce is a cloud-based CRM software designed to help businesses find more prospects, manage customer relationships, and close more deals. With Salesforce, businesses can store and organise customer data, track sales opportunities, automate workflows, and analyse customer interactions. The platform is highly customisable and adaptable to different industries. One of its key features is Customer 360, which enables teams to have a shared view of customer information and build stronger relationships.

FE fundinfo is a platform that provides fund data, research, and analytics for investors and financial advisors. It offers real-time updates on prices, NAVs, and financial data. FE fundinfo also provides advanced reporting and customised reports to analyse investment strategies. The integration of Invessed with FE fundinfo combines both platforms to deliver a comprehensive investment solution.

Xero is an accounting software that provides a cloud-based platform for managing financial data, invoicing, and financial reporting. It is designed to simplify financial management processes and improve accuracy by automating tasks and providing real-time synchronisation with other applications.

Morningstar is a leading provider of independent investment research and data. They offer a wide range of financial information, including fund and stock analysis, ratings, performance metrics, risk analysis, and portfolio management tools. Morningstar's comprehensive database and expertise enable investors to make more informed decisions and manage their investments effectively.

Nexus from Pershing is a comprehensive wealth management platform that powers our middle and back office systems. It offers a wide range of investment products and services, including custody, trading, and clearing services. With their extensive resources and expertise, Pershing enables financial advisors and their clients to efficiently manage their investment portfolios and access real-time market data.

LSEG is a global financial markets infrastructure and data provider that offers trading services, market data, and technology solutions to a wide range of clients, including investors, traders, and issuers. It is recognized for its strong market infrastructure and deep liquidity, ensuring efficient and reliable trading.

FIS, also known as FIS Global, is a leading provider of financial technology platforms and services. They offer a wide range of solutions to help financial institutions streamline their operations and enhance their technology infrastructure. With their expertise in financial technology, FIS plays a key role in the integration with Invessed to provide a comprehensive solution for financial institutions.

The Perfect Client Portal for Iress XPLAN CRM

Posted by: Ainsley McWilliams

04 April 2022

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Invessed provides a cutting-edge portal for companies that use Xplan CRM, offering plug-and-play integration.

Xplan Integration Key Points

Iress Xplan is a complete CRM for financial advice
Xplan is perfect for Advisor productivity and customer data
Invessed provides the perfect store-front for Xplan CRM
The ready-made connector ensures a quick and painless integration

CRM is the backbone of Wealth Advice

For most firms, the backbone of customer service is provided by Customer Relationship Management software (or CRM for short). Typically a Cloud-based application, CRM is used to:

Hold customer records and contact information
Centralise portfolio and holdings
Drive onboarding and account management data

An important CRM function is to be the ‘golden master’ of all customer data. In addition, CRM is the core system that facilitates Advisor workflow and its task is to make the Relationship Managers productive and efficient.

However, it is not always best placed to deliver front-end client experiences, so many firms prefer a specialist Client Portal vendor that integrates with their CRM. In other words, the right tool for the right job.

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With a ready-made connector for Iress Xplan, integrations are quick, painless and cost-effective

Xplan offers complete Advisor toolkit

Iress Xplan is an industry-leading CRM, which - unlike generic systems like Salesforce and Dynamics - offers a solution designed for Wealth management and financial advice. Key features of the Xplan platform include:

Unparalleled depth of functionality in a single CRM platform
Scalable and built for firms of all sizes and all types of advice
Configurable and flexible to match any business requirements
Supports omnichannel advice delivery, incl. retail, in-person, digital and telephone

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Cutting-edge Wealth Experiences with Xplan and Invessed

Invessed offers a cutting-edge Client Portal solution for Asset and Wealth Managers. Across web and mobile, we deliver secure Wealth experiences including performance and valuation reporting, onboarding, messaging and so much more.

As a data-agnostic platform, Invessed supports all leading CRMs and industry providers. With a ready-made connector for Iress Xplan, integrations are quick, painless and cost-effective.

To improve Customer Experience and loyalty, you need to fit your CRM with a cutting-edge Client Portal. Your Iress Xplan CRM just made a new best friend.

Ready to accelerate with Invessed client portals and apps?

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Copied!

The Perfect Client Portal for Iress Xplan CRM

Invessed provides a cutting-edge portal for companies that use Xplan CRM, offering plug-and-play integration.

Xplan Integration Key Points

CRM is the backbone of Wealth Advice

With a ready-made connector for Iress Xplan, integrations are quick, painless and cost-effective

Xplan offers complete Advisor toolkit

Cutting-edge Wealth Experiences with Xplan and Invessed

Read next

Ready to accelerate with Invessed client portals and apps?

The Perfect Client Portal for Iress Xplan CRM

Invessed provides a cutting-edge portal for companies that use Xplan CRM, offering plug-and-play integration.

Xplan Integration Key Points

CRM is the backbone of Wealth Advice

With a ready-made connector for Iress Xplan, integrations are quick, painless and cost-effective

Xplan offers complete Advisor toolkit

Cutting-edge Wealth Experiences with Xplan and Invessed

Read next

Ready to accelerate with Invessed client portals and apps?

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