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Security & compliance
The vendor hasn’t added security or compliance details yet.
Financial technology platform for trading, wealth management, mortgages, and market data.
Pricing
From $25 / seat / mo
Founded
1993
Team size
1,001-5,000 employees
Headquarters
Melbourne, Australia
At a glance
Best for
Financial Advisors
Pricing model
Per seat
About IRESS
Iress builds financial services software, most notably the Xplan suite for financial advisers and IFAs, covering client management, financial planning, cashflow modelling, portfolio management, research, and mortgage sourcing. It serves advice firms, wealth managers, mortgage brokers, and institutions across the UK, Australia, and other markets, with a modular approach so firms add capabilities as they grow.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Per seat
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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IRESS
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