Iress logo

Iress

0(0 reviews)
Software Status:Active

About Iress

Iress is a financial services software platform from IRESS that provides technology solutions for the industry. It includes features such as the CommPay Client Portal, Digital Advice Solutions, Xplan Roadmap Hub, and Institutional and Retail Trading tools, which help businesses manage their operations more effectively. Iress is utilized by over 10,000 businesses and serves 500,000 users in various aspects of financial services. This platform supports investment management and offers a comprehensive suite of tools for both client-facing and back-office functions. Key capabilities: CommPay Client Portal Digital Advice Solutions Xplan Roadmap Hub Institutional Trading Retail Trading Best for: financial services professionals that need efficient software for managing client relationships and investment operations.

Iress Details

Vendor
IRESS
Year Launched
2017
Location
55 rue d'Amsterdam 75008 Paris
Deployment
cloud
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Chinese, Japanese, Korean, Portuguese, Russian.
Users
Enterprises, SMBs, Advisory Firms, Wealth Managers, Portfolio Managers
Industries Served
Financial Advice Firms, Wealth Management, Institutional Trading Firms, Buy-Side Firms, Sell-Side Firms, Investment Management, Asset Managers, Mortgage & Lending
Tags
Iress, Financial Services, Trading connectivity, FIX protocol, Cloud-native hub, Order management, Market data, Wealth management, Financial advice software, Portfolio management

Iress's In-App Market Place

Does Iress have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

AUD ($), CAD ($), EUR (€), GBP (£), HKD (HK$), JPY (¥), NZD ($), SGD (S$), USD ($)

Pros & Cons

  • Reduces network complexity by replacing multiple point-to-point FIX connections with a single cloud-native hub, lowering operational costs.
  • Accelerates onboarding with low-touch, automated certification that allows trading firms to connect in as little as one day.
  • Ensures global accessibility with secure connectivity to multiple regions and trading venues worldwide.
  • Provides high reliability and uptime through multi-region cloud deployment and fault-tolerant infrastructure.
  • Offers advanced real-time monitoring and diagnostics to detect issues and prevent outages or errors.
  • Advanced self-service configuration tools can have a steep learning curve for non-technical users.
  • Limited customization options for reports
  • Firms may need dedicated IT resources to manage, monitor, and troubleshoot connectivity.
  • Regulatory compliance requirements vary by jurisdiction, requiring firms to adapt workflows individually.
  • Designed mainly for large buy-side or institutional clients, limiting suitability for smaller advisory firms.

Iress's Support Options

Iress's Alternatives