Iress

Working at Iress gave me the opportunity to work on Xplan, a comprehensive wealth management tool used by financial planners and advisers.

Xplan

Xplan is a white label application containing a large variety of tools for financial planners to manage and gain insight into their client’s financials. Features included dashboards, net position, news, risk profiles, portfolio and superannuation tools.

Xplan net position

Xplan financial health

Xplan personal profile

Xplan news

Xplan dashboard

Xplan market data

Trader Plus

Trader plus was a white label online trading app aimed at casual and semi-pro traders. The idea was to provide users with a collection of tools to buy, sell, monitor and view their stock and asset portfolios in a single place.

Trader plus portfolio

Trader plus basic dashboard

Trader plus portfolio

Trader plus market movements

Trader plus snail trail

Trader plus pro dashboard

Other Work

A small selection of other work helping out at Iress.

Iress blood donation flyer

Iress xmas invite 2013

Iress xmas invite 2014

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Macquarie Group