IRESS vs Wealth Access
IRESSWealth Management Platforms
From $25 / seat / moPublished price
Wealth AccessFaculty Management Software
IRESS Wealth Management Platforms Powering progress in financial services | Wealth Access Faculty Management Software Connect Your Data. See As One. Where Every System Speaks the Same Language | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Faculty Management Software |
| What it is | Financial technology platform for trading, wealth management, mortgages, and market data. | Client portal and data aggregation platform for wealth management firms to engage clients holistically. |
| 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… | Wealth Access's current public materials do not expose a dependable numeric starting price. Commercial pricing is treated as sales-led or quote-based. |
| 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 | 2010 |
| Team size | 1001-5000 employees | 51-200 employees |
| Headquarters | Melbourne, Australia | Nashville, TN |