Iress

Iress is a technology company that develops software for the financial services industry. Its products support more than 10,000 businesses and 500,000 users, including financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers. Iress aims to help these organisations run more efficiently and serve their clients through technology built for the demands of modern financial businesses.

The company’s offerings include financial advice and planning software, such as Xplan and its client portal, alongside trading and market data solutions, institutional and retail trading systems, and investment management technology. Iress FIX Hub provides cloud-native connectivity that lets trading firms connect with counterparties, venues and service providers through a single platform. Its services also include integrations, software support, training and community resources.

Iress serves firms of different sizes and operates internationally. Its software is designed to help customers manage information, compliance, reporting and operational complexity. Through its products and services, the company supports financial professionals in planning, portfolio management, execution and trading.