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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 1089 reference ratings
4.8/5.0 (1089)

24Testimonials

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

    Mark Malone Principal Partner

  • "There are a lot of providers out there who aspire to deliver the same level of technology in the future. We need it now."

    Chris Hunter Deputy Chief Executive Officer

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

    Paul Weeks Corporate Director
23 more testimonials currently locked

17 Case Studies

  • Lewis Investment - Customer Case Study

    Adam Gardiner Technology Application Developer

  • Redworth Caledonian Associates - Customer Case Study

    Tristan Burd Business Development Manager

  • Private Client Holdings - Customer Case Study

    Mark MacSymon Wealth Manager
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.

FeaturedCustomers has 2,123,473+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.