Media Releases / Wealth Management

Advisors using XPLAN can meet and transact with clients virtually through leading digital workspace SuiteBox. 

IRESS and SuiteBox today announced the integration of SuiteBox’s digital workspace solutions with XPLAN.

Advisors who sign up for the new capability will be able to schedule and hold video meetings with clients using XPLAN, screen share documents and applications, record advice discussions and return all records of meetings directly to the client’s file notes in XPLAN.

IRESS Head of Business Development, Michael Lynds, said: “Clients are seeking engagement across a variety of channels from face-to-face to an online digital experience.

“The integration of SuiteBox with XPLAN adds a video-based communication to XPLAN. This will help financial advisors increase their options for effective and efficient client engagement.” 

SuiteBox CEO, Ian Dunbar said: “By integrating SuiteBox into XPLAN, we are delivering the next generation of digital engagement tools for financial advisors with a leader in financial advice technology. It is exciting to work with a partner like IRESS, which shares our vision for the way advice can be delivered.

“Busy professionals such as financial advisers, do not want to be using disparate tools with multiple, stand-alone applications. SuiteBox brings together meeting, collaboration and transactional capabilities that seamlessly integrate with XPLAN, creating an exceptional proposition for advisors and their clients.”

The integration will be available to XPLAN users on version 2.21 or higher.


Media enquiries:

Debra Knott / Sian Gulliver
Telephone: +44 (0) 1926 621 410
Mobile : +44 (0) 7796 271584 

Ian Dunbar, CEO
Mobile: +61 (0) 434 367 316
Telephone: +61 2 8045 2058


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