ClearView selects Prime for scaled advice

14 August 2017

IRESS today announced that ASX-listed ClearView has selected XPLAN Prime as its objective-based, scaled-advice solution. 

XPLAN Prime allows financial advisers to deliver objectives-based scalable advice to meet a range of client needs and save significant time, by leveraging the advice capabilities of the XPLAN platform.

IRESS Managing Director for Wealth Management, Tizzy Vigilante, said: “We are delighted to be delivering Prime for ClearView. XPLAN Prime is available and suitable for all businesses providing financial advice.

“We know consumers everywhere are increasingly seeking more options in what financial advice they receive and how advice is accessed for specific or comprehensive needs.

“In turn, advisers and financial institutions are seeking greater flexibility in how they can meet the changing needs of their clients, while at the same time ensuring business efficiency, personalisation and advice quality. Prime allows advisers to provide advice for a specific need or multiple topics in significantly less time.”

ClearView’s CEO of Matrix Planning Solutions, Todd Kardash said: “Advisers increasingly rely on technology and we have worked very closely with IRESS to ensure our advice platform delivers an excellent experience for our clients. The addition of Prime means we can take this even further.

“Prime will enable our advisers to deliver advice to more clients efficiently. The technology will do a great deal of the grunt work but the adviser remains integral to the recommendations and experience the client receives.”

The adoption of Prime further extends IRESS’ technology partnership with ClearView, which relies on IRESS for its comprehensive advice platform and backoffice (XPLAN), and superannuation platform (Acurity).

Highlights of XPLAN Prime

  • Produces and documents advice in real-time with the client, or at a later time.

  • Supports face-to-face, telephone and digital engagement.

  • Real-time multi-goal optimisation with likelihood of addressing client goals clearly explained.

  • Accesses the powerful functionality of the XPLAN platform in a single user interface with no double entry of data, one set of advice documents and compliance rules, and a single client CRM record.

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