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  • 4.7 / 5.0 (3313)
    95+ References
  • 4.7 / 5.0 (405)
    52+ References
  • 4.8 / 5.0 (143)
    14+ References

Iress Testimonials

  • "Xplan is a fantastic tool, we are getting a lot of value out of it, our clients are getting a lot of value out of it and we are really pleased with our decision."

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

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  • Addepar
    Reference Rating
    4.7 / 5.0
    Customer References 95 total
    About

    Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, …

  • DealMaker
    Reference Rating
    4.7 / 5.0
    Customer References 52 total
    About

    DealMaker is the first and only platform of its kind—offering end-to-end capital raising solutions for any business at any stage. They're making online capital raising mainstream by empowering founders to …

  • IMTC
    Reference Rating
    4.8 / 5.0
    Customer References 14 total
    About

    IMTC is a New York City-based fintech company revolutionizing fixed income portfolio management. Its cloud-native platform equips investors managing portfolios for retail and institutional clients with advanced optimization and automation …

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