Networks of all sizes trust our software to drive performance and deliver better experiences for member firms and their clients.
With everything you need to work in a smarter, automated and scalable way, our full suite of financial advice and investment management software provides a better way to track revenue and activity, analyse data, oversee compliance, drive down costs and deliver quality advice more efficiently across your network.
We can help you put technology at the centre of your business and free you up to focus on what you do best, so you can aim high and deliver more.
Quilter Financial Planning CEO Stephen Gazard talks about leading major digital transformation across its network of over 5000 Xplan users, tapping into new markets and the importance of having the right technology partner.
When it comes to making decisions about software it's about having the right people in the right room at the right time. Our relationship with Iress is trusted, open and honest.
Networks of all sizes trust our software to drive performance across their business and deliver better client experiences across their network of adviser firms. By working with Iress you can be confident that we have:
Networks and their members rely on Xplan advice software to manage their business and deliver complete and compliant financial advice. Many choose Xplan for its broad range of capability which benefits everyone - from the regulator to the network head, to the member firms’ advisers and admins.
Advice software platform.Learn more
Advice, portfolio management & trading software.Learn more
The safe, secure and simple way to stay in touch with clients 24/7.Learn more
Sign documents digitally rather than with pen and paper.Learn more
Scaled advice software.Learn more
Mortgage sourcing, advice and protection on one simple platform.Learn more
When Lewis Investment wanted a better way to deliver their service digitally, they turned to Iress and introduced Client Portal and Digital Signatures.
As a smaller financial advice practice, finding the right tools was crucial for Birling. The right software would decrease administration, and provide a seamless end-to-end service for clients.
Advanced Asset Consultants, based in Scotland, had been using our Xtools software for cashflow planning alongside Intelligent Office (iO). However, it was clear things weren't as easy or efficient as they could be.