Iress

Overview

Iress is a leading technology company that provides software solutions for the financial services industry. Known for its comprehensive and integrated trading, market data, and wealth management systems, Iress serves a diverse range of clients including financial advisors, brokers, investment managers, and traders. The platform supports various asset classes and offers tools for trading, risk management, portfolio management, and compliance.

Features

1. Trading Platform: Advanced trading capabilities for equities, derivatives, forex, and fixed income markets.
2. Market Data: Real-time and historical market data from global exchanges, including detailed analytics.
3. Wealth Management: Comprehensive tools for financial planning, portfolio management, and client relationship management.
4. Order Management System (OMS): Integrated OMS for efficient order routing, execution, and management.
5. Risk Management: Advanced risk management tools to monitor and control trading and investment risks.
6. Compliance and Reporting: Solutions for regulatory compliance, reporting, and audit trails.
7. Data Integration: Seamless integration with third-party data providers, trading platforms, and financial applications.
8. Customizable Workspaces: Highly customizable user interface to create personalized workspaces that fit specific workflows.
9. Mobile Access: Mobile applications for iOS and Android, providing access to market data, trading, and portfolio management on the go.
10. Client Portal: Secure client portals for enhancing client engagement and communication.

Key Components

• Iress Pro: The primary desktop platform offering advanced trading, market data, and analytics tools.
• Iress ViewPoint: A web-based trading and market data platform for real-time trading and analysis.
• XPLAN: Comprehensive wealth management software for financial planning, client management, and portfolio administration.
• IOS+ (Order System): Advanced order management system for multi-asset class trading.
• Risk and Compliance Solutions: Tools for managing risk and ensuring regulatory compliance.
• Portfolio Management: Tools for portfolio analysis, performance measurement, and reporting.
• Mobile Applications: Mobile access to trading, market data, and portfolio management.

Integrations

Iress integrates with a variety of financial platforms, data providers, and third-party applications to enhance its functionality. Some notable integrations include:

• Market Data Providers: Integration with global market data providers for comprehensive data coverage.
• Trading Platforms: Compatibility with multiple trading platforms for seamless order execution and management.
• Wealth Management Tools: Integration with financial planning and portfolio management tools.
• APIs: Provides APIs for custom integrations and automated data retrieval.
• Third-Party Applications: Support for various third-party financial applications and services.

Community and Support

Iress provides extensive support through detailed documentation, user guides, tutorials, and a dedicated support team. Users can also access a range of educational resources, webinars, and community forums to share insights, ask questions, and receive assistance from other financial professionals and Iress experts.

Use Cases

• Financial Advisors: Utilized by financial advisors for client management, financial planning, and portfolio management.
• Brokers: Provides brokers with advanced trading tools, real-time market data, and order management systems.
• Investment Managers: Supports investment managers with tools for portfolio analysis, performance measurement, and risk management.
• Traders: Enables traders to access real-time market data, advanced charting tools, and direct market access.
• Compliance Officers: Helps compliance officers ensure regulatory compliance and manage risk.

Iress’s robust features, comprehensive data coverage, and integrated solutions make it an ideal choice for financial professionals seeking advanced technology solutions for trading, wealth management, and client engagement.