IRESS vs Practifi
IRESSWealth Management Platforms
From $25 / seat / moPublished price
PractifiWealth Management Platforms
From $80 / seat / moPublished price
IRESS Wealth Management Platforms Powering progress in financial services | Practifi Wealth Management Platforms Intelligent CRM for RIAs That Demand More Power | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Wealth Management Platforms |
| What it is | Financial technology platform for trading, wealth management, mortgages, and market data. | Client engagement platform for wealth management on Salesforce. |
| 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 $80 / seat / mo Three plans (per user/mo, annual commitment, billed annually or quarterly): Basic ~$80, Core ~$96, Pro ~$112 (third-party listings; Practifi's own site directs to sales). Salesfor… |
| Pricing model | Per seat | Custom quote |
| 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 | 2013 |
| Team size | 1001-5000 employees | 51-200 employees |
| Headquarters | Melbourne, Australia | Chicago, IL |