Iress is a technology provider serving the financial services sector, offering a suite of tools designed to support financial advisers in delivering efficient, compliant and client-focused services. One of its core offerings is the client portal, which forms part of the Xplan platform. The portal is designed to improve communication, streamline data collection and enhance transparency between advisers and their clients. It addresses common challenges such as fragmented communication, manual paperwork and limited client visibility into their financial affairs.