Software A-Z

Advanced Asset Consultants case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/advancedassetconsultants-client-story/

Adviceworx case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/adviceworx-case-study/

Autus case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/autus-case-study/

Birling Wealth Management case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/birling-wealth-management-case-study/

Blevins Franks case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/blevinsfranks-client-story/

CPN Investment Management case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/cpn-client-story/

Client Portal  |  Financial advice

How do you give clients a better investment experience, without getting buried under admin?

https://www.iress.com/software/financial-advice/client-portal/

ConsolidatedFeed  |  API data & trading solutions

https://www.iress.com/software/trading-and-market-data/api-data-trading-solutions/consolidatedfeed/

DataFeed Manager  |  API data & trading solutions

Distribute and display market data online

https://www.iress.com/software/trading-and-market-data/api-data-trading-solutions/datafeed-manager/

Download MSO factsheet  |  Mortgage sales and originations

https://www.iress.com/software/mortgage-sourcing/mortgage-sales-and-originations/download-mso-factsheet/

End-of-day pricing data  |  API data & trading solutions

https://www.iress.com/software/trading-and-market-data/api-data-trading-solutions/eod-pricing/

Equity Trading Systems - A guide for sell-side firms  |  Institutional trading

https://www.iress.com/software/trading-and-market-data/institutional-trading/equity-trading-systems-a-guide-for-sell-side-firms/

Equity Trading Systems - Access our guide  |  Institutional trading

https://www.iress.com/software/trading-and-market-data/institutional-trading/equity-trading-systems-guide-download/

Equity Trading Systems - Download our guide  |  Institutional trading

https://www.iress.com/software/trading-and-market-data/institutional-trading/equity-trading-systems-download-our-guide/

Equity Trading Systems - Read our guide  |  Institutional trading

https://www.iress.com/software/trading-and-market-data/institutional-trading/equity-trading-systems-guide/

Euroz Hartleys case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/euroz-hartleys-client-story/

Exclusive for TMA Members  |  Sourcing

https://www.iress.com/software/mortgage-sourcing/exclusive-for-tma-members/

Exclusive offer for TMA Members  |  Sourcing

https://www.iress.com/software/mortgage-sourcing/exclusive-offer-for-tma-members/

Execution Management System  |  Investment management

How do you give clients a better investment experience, without getting buried under admin?

https://www.iress.com/software/investment-management/execution-management-system/

Financial advice  |  Software

Build relationships that transform your business.

https://www.iress.com/software/financial-advice/

Free planning tools for 2020  |  Xplan

https://www.iress.com/software/financial-advice/xplan/free-planning-tools-for-2020/

Frequently asked questions  |  HTML upgrade

https://www.iress.com/software/trading-and-market-data/html-upgrade/frequently-asked-questions/

Frequently asked questions  |  Evolving from Trader to ViewPoint

https://www.iress.com/software/trading-and-market-data/Evolving-from-Trader-to-ViewPoint/frequently-asked-questions/

Get moving Xplan Mortgage  |  Xplan Mortgage

https://www.iress.com/software/mortgage-sourcing/xplan-mortgage/get-moving-xplan-mortgage/

Historical binary files  |  API data & trading solutions

https://www.iress.com/software/trading-and-market-data/api-data-trading-solutions/historical-binary-files/

Historical data on-demand  |  API data & trading solutions

https://www.iress.com/software/trading-and-market-data/api-data-trading-solutions/hod/

Institutional trading  |  Trading & market data

Trading, market data and connectivity for institutional traders

https://www.iress.com/software/trading-and-market-data/institutional-trading/

Integrations  |  Software integrations

https://www.iress.com/software/financial-advice/xplan/xplan-integrations/standard-integrations/

Investment management  |  Software

Technology for higher performance.

https://www.iress.com/software/investment-management/

Investor Relations  |  Trading & market data

https://www.iress.com/software/trading-and-market-data/investor-relations/

Iress FIX hub  |  Trading & market data

https://www.iress.com/software/trading-and-market-data/fix/

Iress Open T&Cs  |  Software integrations

https://www.iress.com/software/financial-advice/xplan/xplan-integrations/iress-open-terms/

LIfetime Wealth Planning case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/Lifetime-wealth-planning-case-study/

Lender Connect for brokers  |  Sourcing

https://www.iress.com/software/mortgage-sourcing/lender-connect-for-brokers/

Lender Connect for lenders  |  Sourcing

https://www.iress.com/software/mortgage-sourcing/lender-connect-lenders/

Lewis Investment case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/lewis-client-story/

Market data  |  Trading & market data

https://www.iress.com/software/trading-and-market-data/market-data/

Market data  |  Trading, market data and connectivity

https://www.iress.com/software/trading-data-connectivity/market-data/

Market data for institutional traders  |  Institutional trading

https://www.iress.com/software/trading-and-market-data/institutional-trading/market-data-institutional/

Market data for retail traders  |  Retail trading

https://www.iress.com/software/trading-and-market-data/retail-trading/market-data-for-retail/

Oakwood Lifestyle Advisers client story  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/oakwood-lifestyle-advisers-client-story/

Order Routing  |  API data & trading solutions

https://www.iress.com/software/trading-and-market-data/api-data-trading-solutions/order-routing/

Order System  |  Trading & market data

https://www.iress.com/software/trading-and-market-data/order-system/

Order System  |  Trading, market data and connectivity

https://www.iress.com/software/trading-data-connectivity/order-system/

Order System for institutional  |  Institutional trading

https://www.iress.com/software/trading-and-market-data/institutional-trading/order-system/

Order System for retail traders  |  Retail trading

https://www.iress.com/software/trading-and-market-data/retail-trading/order-system-for-retail-traders/

Ovation Finance case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/ovation-finance-case-study/

Portfolio System  |  Investment management

How do you give clients a better investment experience, without getting buried under admin?

https://www.iress.com/software/investment-management/portfolio-system/

Post-event on demand hub  |  Super Efficient Conference 2022

https://www.iress.com/software/super-efficient-conference-2022/post-event-on-demand-hub/

Pricing and packages  |  Xplan

https://www.iress.com/software/financial-advice/xplan/pricing-and-packages/

Private Client Holdings  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/private-client-holdings/

Private Wealth  |  Software

https://www.iress.com/software/private-wealth/

Private Wealth for retail traders  |  Retail trading

https://www.iress.com/software/trading-and-market-data/retail-trading/private-wealth-retail/

Pro  |  Trading & market data

https://www.iress.com/software/trading-and-market-data/pro/

Pro  |  Trading, market data and connectivity

https://www.iress.com/software/trading-data-connectivity/pro/

Pro for institutional traders  |  Institutional trading

https://www.iress.com/software/trading-and-market-data/institutional-trading/pro-institutional/

Pro for retail traders  |  Retail trading

https://www.iress.com/software/trading-and-market-data/retail-trading/Iress_Pro_for_retail_traders/

Proximity Hosting and Connectivity  |  API data & trading solutions

https://www.iress.com/software/trading-and-market-data/api-data-trading-solutions/proximity-hosting-and-connectivity/

QuantFeed  |  API data & trading solutions

Ultra-low latency market data API for high performance trading

https://www.iress.com/software/trading-and-market-data/api-data-trading-solutions/quantfeed/

QuantHouse  |  Trading & market data

https://www.iress.com/software/trading-and-market-data/Quanthouse/

QuantHouse Analytics Service  |  QuantHouse

https://www.iress.com/software/trading-and-market-data/Quanthouse/quanthouse-analytics-service/

RAW data  |  API data & trading solutions

https://www.iress.com/software/trading-and-market-data/api-data-trading-solutions/raw-data/

Rainford case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/rainford-case-study/

Redworth Caledonian case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/redworth-caledonian-case-study/

Reference data  |  API data & trading solutions

https://www.iress.com/software/trading-and-market-data/api-data-trading-solutions/reference-data/

Retail trading  |  Trading & market data

https://www.iress.com/software/trading-and-market-data/retail-trading/

Rocket Demo  |  Mortgage sales and originations

https://www.iress.com/software/mortgage-sourcing/mortgage-sales-and-originations/rocket/

SmartHub  |  Trading, market data and connectivity

https://www.iress.com/software/trading-data-connectivity/smart-hub/

SmartHub for institutional traders  |  Institutional trading

https://www.iress.com/software/trading-and-market-data/institutional-trading/smart-hub-institutional/

SmartHub for retail traders  |  Retail trading

https://www.iress.com/software/trading-and-market-data/retail-trading/smart-hub-retail/

Software integrations  |  Xplan

https://www.iress.com/software/financial-advice/xplan/xplan-integrations/

Succession case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/succession-case-study/

Super Efficient Conference 2023 Content Hub  |  Super Efficient Conference 2023

https://www.iress.com/software/super-efficient-conference-2023/super-efficient-conference-2023-content-hub/

Technology simplification - A guide for investment managers  |  Private Wealth

https://www.iress.com/software/private-wealth/technology-simplification-a-guide-for-investment-managers/

Technology simplification - Access our guide  |  Private Wealth

https://www.iress.com/software/private-wealth/technology-simplification-guide-download/

Technology simplification - Read our guide  |  Private Wealth

https://www.iress.com/software/private-wealth/technology-simplification-guide/

Terms and conditions  |  The Exchange

https://www.iress.com/software/mortgage-sourcing/the-exchange/protection-survey-terms-and-conditions/

Thank you  |  Win an iPad Air with Lender Connect

https://www.iress.com/software/mortgage-sourcing/lender-connect-for-brokers/win-an-ipad-air/thank-you/

Thanks for your message.  |  HTML upgrade

https://www.iress.com/software/trading-and-market-data/html-upgrade/thanks-for-your-message/

Thanks for your message.  |  Evolving from Trader to ViewPoint

https://www.iress.com/software/trading-and-market-data/Evolving-from-Trader-to-ViewPoint/thanks-for-your-message/

The Protection Survey 2022  |  The Exchange

https://www.iress.com/software/mortgage-sourcing/the-exchange/the-protection-survey-2022/

Trading & market data  |  Software

Faster, smarter trading for firms of every size.

https://www.iress.com/software/trading-and-market-data/

Trading and market data - Asia  |  Software

Faster, smarter trading for firms of every size.

https://www.iress.com/software/trading-and-market-data-asia/

Trading, market data and connectivity  |  Software

Faster, smarter trading for firms of every size.

https://www.iress.com/software/trading-data-connectivity/

Trigold mortgage sourcing  |  Sourcing

https://www.iress.com/software/mortgage-sourcing/trigold/

ViewPoint  |  Trading & market data

https://www.iress.com/software/trading-and-market-data/viewpoint/

ViewPoint  |  Trading, market data and connectivity

https://www.iress.com/software/trading-data-connectivity/viewpoint/

ViewPoint Case Study  |  ViewPoint

https://www.iress.com/software/trading-and-market-data/viewpoint/standardbank-client-story/

ViewPoint Case Study  |  ViewPoint

https://www.iress.com/software/trading-data-connectivity/viewpoint/standardbank-client-story/

ViewPoint for retail traders  |  Retail trading

https://www.iress.com/software/trading-and-market-data/retail-trading/viewpoint_for_traders/

Web Services API  |  API data & trading solutions

https://www.iress.com/software/trading-and-market-data/api-data-trading-solutions/web-services-api/

Wingate Financial Planning case study  |  Xplan Client Stories

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/wingate_client_story/

Xplan  |  Financial advice

https://www.iress.com/software/financial-advice/xplan/

Xplan Client Stories  |  Xplan

https://www.iress.com/software/financial-advice/xplan/xplan-case-studies/

Xplan Mortgage FAQ  |  Xplan Mortgage

https://www.iress.com/software/mortgage-sourcing/xplan-mortgage/faq/

Xplan Portfolio  |  Xplan

https://www.iress.com/software/financial-advice/xplan/xplan-portfolio/

Xplan free data migration  |  Xplan

https://www.iress.com/software/financial-advice/xplan/xplan-free-data-migration/

Xplan integrations  |  CommPay

https://www.iress.com/software/financial-advice/commpay/xplan-integrations-commpay/