Aim high
Deliver more
Financial services software built for better performance
It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition.
We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them.
To find out how we can help your financial services business, get in touch.
Award-winning financial technology
500,000 global users
9,000 business clients
Software for every type of financial services business
Software for better performance
Making a difference in tough times
It's been a hard year for many people, so it feels even more important as we look at what has been achieved by our team in 2020 for the Iress Foundation.
Xplan helps our team do what they do best
Wingate Financial Planning tell us how Xplan helps them focus on the right things.
Goodbye manual work, hello automated workflows
CPN Investment Management talks about making the leap from Adviser Office to Xplan and why they aren’t looking back.
