iCapital vs IRESS
iCapitalWealth Management Platforms
IRESSWealth Management Platforms
From $25 / seat / moPublished price
iCapital Wealth Management Platforms Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale | IRESS Wealth Management Platforms Powering progress in financial services | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Wealth Management Platforms |
| What it is | Alternative investment platform providing technology for advisors to access private markets products. | Financial technology platform for trading, wealth management, mortgages, and market data. |
| Pricing | ||
| Published price | iCapital's current public materials do not provide a citable numeric starting price for the commercial offering. Pricing is therefore treated as sales-led or quote-based. | From $25 / seat / mo Pricing depends on modules and number of users (monthly per-user fee). Iress publishes Xplan Mortgage plans starting from GBP 25/month per user; the core Xplan financial-planning… |
| Pricing model | Not available | Per seat |
| Free options | No free plan · No free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2013 | 1993 |
| Team size | 501-1000 employees | 1001-5000 employees |
| Headquarters | New York, NY | Melbourne, Australia |