InvestCloud vs IRESS
InvestCloudWealth Management Platforms
CustomPublished price
IRESSWealth Management Platforms
From $25 / seat / moPublished price
InvestCloud Wealth Management Platforms A Smarter Financial Future Starts with People | IRESS Wealth Management Platforms Powering progress in financial services | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Wealth Management Platforms |
| What it is | Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools. | Financial technology platform for trading, wealth management, mortgages, and market data. |
| Pricing | ||
| Published price | Custom InvestCloud sells its wealth-management technology to financial institutions through tailored enterprise agreements. No authoritative public numeric list price is available; prici… | 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 | Custom quote | 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 | 2010 | 1993 |
| Team size | 1001-5000 employees | 1001-5000 employees |
| Headquarters | West Hollywood, CA | Melbourne, Australia |