IRESS

HQ Address

Level 16, 385 Bourke Street Melbourne, Melbourne, Victoria 3000, Australia

Website Address

www.iress.com

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Business introduction

Financial services software, built for better performance

Market-leading financial software for better performance, every day

At Iress, we believe technology should help people perform better every day.

We are an independent technology company providing software to the financial services industry. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level with more than 9,000 businesses and 500,000 users globally now using our software.

From the world’s most iconic financial brands to entrepreneurial advice firms, challenger banks and digital disruptors, we help improve every aspect of your business so you can work better, every day.

IRESS Solutions

Adviser Office

With a range of functionality, including client management, financial planning, compliance and reporting tools, Adviser Office can help increase efficiency, improve your business's profitability and perform better....

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Client Portal

Client Portal is an online portal delivering a professional and personalised digital experience to clients wanting an accurate view of their investments and financial life. Accessible via mobile, tablet, laptop and desktop, Client Portal is contemporary, easy to navigate and secure meaning your clients can interact directly with your business......

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CommPay

Efficient and accurate management of revenue streams can be difficult and time-consuming when you don’t have the right tools. If you're looking for flexible and powerful software, offering end-to-end support for effective revenue management, look no further than CommPay.   CommPay effortlessly streamlines and automates all areas of your revenue management,......

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Execution Management System

We know it can be difficult managing trades across multiple markets, and having different systems for different tasks means you don't always get a comprehensive view of your orders. Iress’ Execution Management System is customisable, multi-broker, execution and allocation management software which makes trading easier. Manage orders seamlessly and efficiently across......

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Market Data

Iress Market Data serves a wide spectrum of participants with varying requirements. From wealth mangers needing an up-to-date portfolio valuation, to traders assessing positions they hold and research analysts looking to assess companies or securities so they can make recommendations. Iress connects to global exchanges and data vendors to process live......

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Mortgage Sales and Originations

Recognised as the most advanced end-to-end software of its kind, our mortgage sales and originations software is helping lenders of all sizes transform the way they do business. Remove the constraints of legacy systems, innovate and grow with software that helps your business create a better mortgage experience for everyone. MSO provides......

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Order System

Iress Order System (IOS+) is a complete trading and risk management software solution for global markets. Offering extended order routing, risk management capability and global market connectivity via FIX, direct access and Iress networks, it is the better way to trade across global markets....

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Portfolio System

We know that managing portfolios can be demanding. Whether simple or more sophisticated, Iress Portfolio System makes it easier for you to construct, review, analyse and configure your clients’ portfolios. Portfolio System is multi-currency portfolio management software, which allows for faster reporting, quick access to tax, valuation and performance data plus......

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Private Wealth

Our software brings portfolios, advice, orders, compliance and risk together in one place, with one client view so you can focus on delivering more for your clients. Save time, increase efficiency and transform the private wealth experience....

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Pro

Pro provides a suite of sophisticated market analysis tools as well as real-time and historical market-data for institutional and private client dealing rooms, fund managers, research departments, corporations and private traders. It delivers across all areas including local and global news, company reports and analytics (including financials, profiles, shareholding and estimates......

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Pulse Symphony

Pulse makes it easier to improve business processes, manage data and meet your compliance requirements.  It offers everything you need for client liaison, sales reporting and service delivery....

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The Exchange

The Exchange is award-winning software providing the ability to research, quote and compare clients’ protection and retirement needs quickly and easily. It generates real-time quotes in seconds and applications are automatically pre-populated with client data—so it's easy to apply online at the touch of a button.   The system is supported......

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Xplan

Xplan is award-winning financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks.   Supporting all types of advice, from simple throughto complex needs, Xplan allows you to manage the entire advice process from discovery, current position and goal-setting, analysis, strategy development,......

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Xplan Mortgage

Xplan Mortgage combines both mortgage and protection sourcing on a single platform, allowing you to protect lives as part of the mortgage sale. It reduces the need to re-key and drives greater efficiencies with straightthrough processing from fact find to online sourcing, and application. Our trusted and accurate sourcing software uses......

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