IRESS
IRESS is a global financial technology company that provides trading, market data, portfolio management, advice, and wealth management software to banks, brokers, financial advisers, wealth managers, and superannuation and insurance providers. Its platforms support order management, execution, portfolio administration, financial planning, and data distribution, generating revenue primarily through software licensing, subscriptions, and related services. The company operates across Australia, the UK, Europe, North America, Asia, and South Africa, serving institutional and retail financial services clients.
- Wealth & Investment Software
- Financial Planning & Analysis
- IT Consulting & Implementation
- Revenue
- $420.0M
- Employees
- 2,100
- Founded
- 1993
- Headquarters
- Melbourne, Australia
What 16 Arbolus experts think of IRESS
NPS scores for IRESS cluster around 7–9 from influencer personas at large firms, with some moderate scores (5–7) reported from both influencers and user roles. Clear renewal intent is seen among high spenders and long-term users, whereas mixed sentiment arises among some compliance-oriented decision-makers. Stickiness is strong in clients with over one year of use and in large trading or advisory customers. Key themes include high marks for platform breadth and compliance features, persistent usability challenges in complex workflows, and moderate cost satisfaction for most clients.Overall Customer Sentiment: Positive
Who reviewed IRESS
- C-Suite 87% (14)
- Director 7% (1)
- Manager 7% (1)
Employer names and spend open in the full report, along with the other 13 customers.
Everything 16 customers told us about IRESS.
Employer names, spend, renewal intent and every written answer behind the numbers on this page.
Sentiment
12 Net Promoter Score, from 16 scored reviews- Promoters 4
- Passives 10
- Detractors 2
Cumulative NPS by month
+0 over 6 months- Feb 7
- Apr 7
- May 7
- Jun 7
- Jul 8
- Aug 7
Net Promoter Score across 2 reviews, accumulated up to each month. Category median 10 across 2 companies.
Praised
- Compliance-Centric Usability Enhancements
- Growth via Customer-Driven Features
- Digital Advice and Hybrid Workflows
- Integration Across Advisory Networks
Criticised
- Hybrid Solution Capability Gaps
- Cumbersome User Experience
- Confusing Quoting Process
- Emergence of Cleaner Interfaces
What customers say
Renewal intent
Plan to renew 57%Plan to renew, by seniority
- 57% 7 answers
- 7.3/10 Average score from customers who will renew
- 8/10 Average score from undecided customers
- 7/10 Average score from customers not renewing
Top alternatives
Most weighed by IRESS customersReport
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