IRESS vs Pontera
IRESSWealth Management Platforms
From $25 / seat / moPublished price
PonteraWealth Management Platforms
IRESS Wealth Management Platforms Powering progress in financial services | Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Wealth Management Platforms |
| What it is | Financial technology platform for trading, wealth management, mortgages, and market data. | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. |
| 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… | No public rate card. Industry reporting (Kitces) states Pontera charges advisors roughly 30 basis points (0.30%) per year on the held-away assets managed through the platform; adv… |
| Pricing model | Per seat | Not available |
| 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 | 1993 | 2012 |
| Team size | 1001-5000 employees | 201-500 employees |
| Headquarters | Melbourne, Australia | New York, NY |