Iress

Read 24 Iress reviews and testimonials from customers, explore 16 case studies and customer success stories, and watch 11 customer videos to see why companies chose Iress as their

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
  • 16 Case Studies View
  • 11 Customer Videos View
Customer Rating Review Score based on 864 reference ratings
4.8/5.0 (864)

24Testimonials

  • "There’s an ease to going online to complete a transaction. Customers get an email letting them know the mortgage transfer is ready to go live - we don’t have to …

  • "We looked at Xplan alongside Intelliflo and Focus. Xplan stood out because we could customise it."

  • "Moving from Adviser Office to Xplan has been one of the best decisions we've made."

23 more testimonials currently locked

16 Case Studies

  • L&C Mortgages - Customer Case Study

  • Ovation Finance - Customer Case Study

  • Advanced Asset Consultants - Customer Case Study

15 more case studies currently locked

11 Customer Videos

  • Rigby Financial - Customer Success Story (Simon Rigby - Financial Services Director)
  • Succession Wealth - Customer Success Story (James Stevenson - Chief Executive Officer)
  • Ovation Finance - Customer Success Story (Adrian Kidd - Financial Planner Manager)
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 16 businesses that use Iress.

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