We work with forward-thinking advice firms of all sizes who want to deliver great advice, effectively and profitably.

Our unified adviser software and unrivalled expertise enables you to provide differentiated, scalable and cost-effective advice supported by exceptional service across a wide range of client segments from HNW to mass market. Through our flexible integrated adviser technology, we can improve your operational efficiency and future-proof your business to power you through times of change and growth.

We make it happen

  • Deliver multi-channel, scalable advice and unified client experiences
  • Provide traditional, simplified and automated advice (robo-advice)
  • Make your advice more profitable and affordable, by reducing the cost of providing it
  • Better demonstrate the value of advice and deliver the best client outcomes
  • Empower your clients through self-guided features and online access
  • Have greater flexibility to adapt to market and regulatory change
  • Access seamless and efficient connectivity to third parties
  • 80% OF WEALTH MANAGERS IN SOUTH AFRICA USE IRESS SOFTWARE

  • USED BY ALL THE FINALISTS IN THE 2015 FPI FINANCIAL PLANNER OF THE YEAR AWARDS

  • GLOBAL LEARNING, LOCALISED IMPLEMENTATION

How can we help?

Call us for a chat about your business.

Contact us today

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