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Iress

Read 24 Iress reviews and testimonials from customers, explore 17 case studies and customer success stories, and watch 11 customer videos to see why companies chose Iress as their Wealth Management Software

Iress is a global team of 2,300+ people building software that helps the financial services industry perform at its best. From the world's most iconic financial services brands to advice firms of all sizes, challenger banks, insurers, investment managers, traders and brokers, more than 10,000 businesses and half a million people use their software to help them perform better and deliver more.

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  • 24 Testimonials View
  • 17 Case Studies View
  • 11 Customer Videos View
Customer Rating Review Score based on 1068 reference ratings
4.8/5.0 (1068)

24Testimonials

  • "A broker told a colleague how happy they were that we'd upgraded our mortgage platform. They said they absolutely loved it, it was so much easier to use, and how …

  • "With Xplan we can save 10-15 hours in onboarding clients."

  • "ViewPoint has been built with investors in mind and is easy to use."

23 more testimonials currently locked

17 Case Studies

  • Coventry Building Society - Customer Case Study

  • Yorkshire Building Society - Customer Case Study

  • Lewis Investment - Customer Case Study

16 more case studies currently locked

11 Customer Videos

10 more videos currently locked

Additional Iress Information & Resources

Read Iress Reviews, Testimonials & Customer References from 24 real Iress customers.

Browse Iress Case Studies, Customer Success Stories, & Customer References from 17 businesses that use Iress.

Watch Iress Customer Videos to learn why 11 businesses chose Iress.