iRESS

 

 

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End User Consumers and Planners
Advice Process Steps Scoping of Advice
Goal identification
Assessing finances
SoA Preparation
Implementation
Review
Benefits Process efficiency
Engagement uplift
Time saving
Compliance benefit
Cost per user per annum XPLAN is a subscription based solution whereby the user chooses the appropriate modules and pays for only what they want to use.
Time saving per client Time saved is dependent upon current process compared to XPLAN tools used, many clients have saved hours from XPLAN efficiency gains.
Cost saving per client This is dependent on the planners existing process and what solution is chosen.
Integration IRESS integrates with many solutions via API’s
Website embedding Yes
White labelled Yes
System prerequisite XPLAN is a web based solution accessible via Internet Explorer
Single sign on Yes
Data storage Client data is stored within the planners XPLAN instance, all data within the application is stored.
Privacy standards IRESS deems privacy and security as a key component of our offering and adhere to all global privacy standards. In conjunction, IRESS is ISO27001 certified for security.
Limits on use No
Disaster recovery and business continuity plans Yes
AFSL approval Not disclosed

 



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