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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 Investment 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
  • 16 Case Studies View
  • 11 Customer Videos View
Customer Rating Review Score based on 973 reference ratings
4.8/5.0 (973)

24Testimonials

  • "Xplan Mortgage is a dream to use, saving us so much time."

    Ian Francis Director and IFA

  • "The team were impressed by the real-time view Xplan gave them of their core business activities – things like sales pipeline, activity management, FUM and lead tracking - all provided …

    Ovation Finance

  • "Everything is so much easier with Xplan."

    Kevin Lynch Director & Chartered Financial Planner
23 more testimonials currently locked

16 Case Studies

  • Leeds Building Society - Customer Case Study

    Louisa Brownlie Programme Manager

  • Coventry Building Society - Customer Case Study

    Daniel Pheasant Product Manager

  • Fresh Tracks Canada - Customer Case Study

    Ismail Karolia Digital Specialist
15 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 16 businesses that use Iress.

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

FeaturedCustomers has 1,926,696+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.