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IRESS
2 reviews
- 2 profiles
- 2 categories
Average star rating
4.5
Serving customers since
1993
IRESS Reviews
CF
Verified User in Financial Services
Xplan review
Very easy to use and straightforward software. I have also got 'the exchange' which is for the protection quote. This is also very easy to use. The illustrations and product list are automatically saved. The system automatically produces the case requirements and there is option to add notes and additional documents too. Easy to add different sets of broker fees and create an illustration. The filters are excellent and very helpful in identifying the most suitable product for the client.
JB
Jose B.
Market Managereffective and reasonable cost
It is very easy to use and makes it simple, and it is not very expensive. Now it is cloud-based and allows you to run your entire enterprise in one package.
About
What is IRESS?
IRESS is a technology company specializing in software for the financial services industry. With a strong presence in wealth management, financial markets, and mortgage sectors, IRESS provides comprehensive, innovative solutions that enhance user efficiency, streamline operations, and improve the service quality delivered by financial professionals. Its offerings include trading platforms, investment management systems, financial planning tools, and market data services. IRESS is committed to technological advancement and customer support, ensuring that its integrated software can meet the evolving needs of financial institutions worldwide.
Details
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