IRESS

iress.com · Melbourne, Australia

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

Total customers 16 15 current · 1 former
Reviews growth +8 in six months
Seniority of respondents
  • C-Suite 87% (14)
  • Director 7% (1)
  • Manager 7% (1)
Finance Partner C-Suite NPS 7
Finance Partner Manager NPS 5
Not specified C-Suite NPS 9

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.

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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

Integration Across Advisory Networks
“We chose this tool because it's widely used by member firms and ensures we can transition new advisory firms with minimal productivity loss and seamless compatibility.”
Critical Compliance and Advice Support
“The software is essential for our advisors providing intra-fund advice, risk profiling, and supporting a full range of retirement and insurance guidance—absolutely critical to our operation.”
Flexibility and Customer-Centric Roadmap
“I value the platform's flexibility, competitive pricing, and its willingness to adapt to both small and large clients—the support team really listens and implements feedback.”

Renewal intent

Plan to renew 57%
  • Will renew 4
  • Undecided 2
  • Not renewing 1

Plan to renew, by seniority

  • C-Suite 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 customers

Report

For people who use IRESS

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