Demo automating the client review process with Xplan advice software from Iress

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=cf32mMVYz_U

Run your client reviews from anywhere you want, as easy as you like, with Xplan. Start with intelligent workflows matched to how you work, pre-meeting questionnaires for your clients, open banking integrations that connect directly to client bank accounts, smart factfind processes, easy ways to arrange and meet your clients like diary alerts and a secure client portal that makes everything faster, easier and better connected. • This short demo video shows a client review for a fictitious client we’ve called Jeremy Clarkson. For the benefit of our lawyers, we’d like to point our Jeremy Clarkson is not the motoring journalist/farming icon with the same name. We’re pretty sure Xplan is top gear though. • It’s all possible with Xplan, financial advice software built for better performance. • Visit iress.com/xplan to find out more. • LinkedIn: / iress • Twitter: / iress • This video is published by and on behalf of Iress Limited, its branches, subsidiaries and members of its group of companies (together, “Iress” or “we”). • The information provided is for general information purposes only and Iress disclaims all liability in respect of any reliance placed upon it. Iress does not warrant the accuracy of the information provided and does not accept liability for any errors or omissions. We reserve the right to change the information at any time, including, but not restricted to: products; services; prices; descriptions; and product or service specifications

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