According to IRESS, its platform will offer 360 degree functionality, which the financial and investment advisors will be able to utilize.
The platform will also enable in managing client contacts, relationships and campaigns with the help of IRESS PWM Customer Relationship Management (CRM) module that will help advisors to track and classify clients and prospects, establish and track sales tasks, and set up and maintain sales campaigns and social media, the company added.
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IRESS also said that its platform will enable advisors to monitor Canadian and international markets in real time by utilizing its ultra-low latency market data infrastructure.
The platform will allow the IRESS PWM advisors to assess market sentiment and volatility, monitor price and liquidity movement and perform market analytics.
Additionally, advisors will also be able to model, compare and contrast client portfolios and assist clients in making investment decisions balancing risk and return, advisors can model, compare and contrast portfolios against a range of flexible adjusted and manually set benchmarks.
Other advantages of the platform include generation of single and bulk orders for execution and configuring of compliance rules and alerts.
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