IRESS has released its private wealth management suite in the Canadian marketplace, supporting customer relationship management, market monitoring and client portfolio modeling.

The IRESS Private Wealth Management software platform has a CRM module allowing advisors to track and classify clients and prospects, track sales tasks, and carry out sales and social media campaigns.

The market monitoring module tracks the Canadian and international markets in real time, including price and liquidity movements, and allows advisors to perform market analytics. It also has visualization tools.

On the client portfolio side, IRESS software allows impact assessment of investment choices and portfolio testing against benchmarks.

The platform also provides a secure client portal where portfolio performance and investment information can be shared between clients and advisors, including an interactive function.

Single and bulk execution order can be created and “fills” can be allocated directly back to portfolios, the firm said. The software can also be configured for regional and jurisdictional compliance frameworks, with pre-trade and post-trade compliance checks.