IRESS vs Moxo
IRESSWealth Management Platforms
From $25 / seat / moPublished price
MoxoClient Portal Software
From $99 / moPublished price
IRESS Wealth Management Platforms Powering progress in financial services | Moxo Client Portal Software Orchestrate processes with humans & AI agents | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Client Portal Software |
| What it is | Financial technology platform for trading, wealth management, mortgages, and market data. | Client engagement platform for wealth, financial services, and legal providing secure digital workspaces. |
| Pricing | ||
| Published price | 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… | From $99 / mo Vendor-published tiers: Free $0; Business $99/mo ($960/yr); Pro $499/mo ($4,800/yr); Enterprise custom. Higher tiers add storage per user and advanced workflow/branding features;… |
| Pricing model | Per seat | Tiered plans |
| Free options | No free plan · No free trial | Free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 1993 | 2012 |
| Team size | 1001-5000 employees | 51-200 employees |
| Headquarters | Melbourne, Australia | Cupertino, CA |