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FINANCIAL SERVICES SOFTWARE BUILT FOR BETTER PERFORMANCE

It's not always easy running a financial services business. Every day there are
more demands on time and money. More data. More information. More compliance.
More reporting. More competition.

We can help. Around the world, thousands of financial advisers, wealth managers,
investment managers, traders, lenders and mortgage brokers rely on our software
to run smarter businesses and deliver better to the millions of people who rely
on them.

To find out how we can help your financial services business, get in touch.

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Award-winning financial technology

500,000 global users

10,000 business clients

Software for every type of financial services business

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SOFTWARE FOR BETTER PERFORMANCE

FINANCIAL ADVICE

Software for financial planning? We've got it covered.

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TRADING & MARKET DATA

Faster, smarter trading for firms of every size.

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INVESTMENT MANAGEMENT

Technology for investment and portfolio management and execution.

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INTEGRATIONS

Giving you greater choice, flexibility and connections.

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VIEWPOINT OFFERS FUNCTIONALITY THAT WOULD’VE TAKEN US YEARS TO BUILD

Standard Bank tell us how they found a competitive edge to better serve today’s
discerning trader with Iress.

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XPLAN HELPS OUR TEAM DO WHAT THEY DO BEST

Wingate Financial Planning tell us how Xplan helps them focus on the right
things.

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GOODBYE MANUAL WORK, HELLO AUTOMATED WORKFLOWS

CPN Investment Management talks about making the leap from Adviser Office to
Xplan and why they aren’t looking back.

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Iress is a technology company providing software to the financial services
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Our software is used by more than 10,000 businesses and 500,000 users globally.

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