client relationship management, xplan client focus module
Published 6 years ago • 8K plays • Length 10:05Download video MP4
Download video MP3
Similar videos
-
5:49
the remote client review process | xplan demo
-
9:55
demo: onboarding a new advice client with xplan advice software from iress
-
1:23
client story: cpn investment management
-
3:02
xplan case study - private client holdings
-
0:34
iress #shorts: finding a better way with xplan
-
7:20
demo: automating the client review process with xplan advice software from iress
-
50:42
building a client portal with smartsuite & softr
-
![iress super efficient: life in the cloud [webinar recording]](https://i.ytimg.com/vi/hMLTlNm_dKY/mqdefault.jpg)
46:51
iress super efficient: life in the cloud [webinar recording]
-
7:44
resman - accessing the client payment portal
-
2:23
iress xplan
-
3:39
revenue management, xplan commpay module
-
8:00
iress' private wealth software – a client advice journey
-
4:26
xplan prime
-
1:15
client management made easy with the client hub in xplan essentials
-
4:48
xplan mortgage - taking a look at the client portal journey
-
2:32
iress xplan mortgage - how to create a new client
-
3:05
portfolio management, xplan ips module
-
3:26
xplan case study - birling wealth management
-
1:21
advice compliance in xplan
-
3:49
the benefits of xplan
-
1:44
client onboarding