Service you can rely on

Reliable service can feel like a thing of the past. Not at Iress.

Two years ago, we made a promise to deliver consistently excellent service, no matter what it takes. And we’ve kept that promise. Clients say our service and support is 'Always first class' and we're determined to keep it that way by listening and responding to feedback.

Good old-fashioned customer service is becoming a rarity, but at Iress, it's what we aim to do - every single day.

Award-winning service

Voted for by advisers

While much of the industry shifts toward automated, impersonal support, we're proud to be the exception.

Instead, we've listened to what our clients want and doubled down on providing the responsive, human support we're known and loved for. That means real people available to answer calls and resolve issues quickly so that everybody can get on with their day.

It's why we're winners of the highly sought-after FT Adviser 5-Star Service Award.


Fast track to great service

Human

Our personal, friendly support is one of the things our clients value most. No bots, no endless wait times - just real people, ready to help.

Trusted

Sometimes you just need a quick answer to a small problem. The Community and online training offer expert help and best practice 24/7.

Reliable

Responsive service from a knowledgeable team keeps 90% of our clients extremely satisfied - and we're working hard to make that 100%.

Making your experience better

After our 2024 Client Survey, we created a focused action plan to improve what matters most to you: functionality, support, value, and connection.

So, what does this mean for you?

For Xplan customers

Based on your feedback, we launched 20 initiatives to enhance your experience, and 75% are already complete. Here’s what's new and already making a difference for you:

Smarter functionality

  • A clear roadmap shaped by your needs
  • New features like the enhanced Fact Find and Xmerge preview

Stronger support

  • Faster resolutions with a restructured support team
  • New consultancy options for deeper guidance
  • Post-support and post-implementation surveys to keep improving

More value

  • Best Practice webinars
  • Did you know? Group Hub
  • Expanded classroom learning

Better connections

  • User Groups for networking and knowledge-sharing
  • Xplan Essentials Group Hub for ongoing peer support

For The Exchange, Trigold and Xplan Mortgage customers

Based on your feedback, we launched 23 initiatives to enhance your experience, and 81% are already complete. Here’s what's new and already making a difference for you:

Smarter functionality

  • CI Expert integration
  • Term uplift
  • IP uplift
  • Annuities Apply
  • New annuity types supported
  • Browse products in Xplan Mortgage
  • New providers added to Lender Connect

Stronger support

  • Post-support surveys

More value

  • New protection products
  • More BMI providers
  • Mortgage data
  • Automation
  • New mortgage lenders supported

Better connections

  • Retirement and Mortgage Forums
  • Post-support closed loop

We're listening

Every improvement we've made this year began with your feedback.

If there's something you'd love to see next, let us know.

Our annual client survey opens in September, but you can share your thoughts any time with your Iress Account Manager or through this feedback form.

Better every day.