The app supports swiping through views and interactive chats and works on all tables including the Apple iPad, Samsung Galaxy and Microsoft Surface.
It is also freely available to all clients who have access to XPLAN via the client portal, Client Online Access.
"We are now developing an app that will help advisers collate data, reports and planning tools into an agenda for client meetings, as well as core productivity tools for advisers when operating mobile," IRESS's executive product manager of wealth management, Aaron Knowles, added.
