Financial services software
Built for better performance
It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition.
We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them.
To find out how we can help your financial services business, get in touch.
Software for every type of Financial Services business
Protection, retirement and mortgage sourcing
Research, quote, and compare clients’ protection and retirement needs.
The Iress Financial Readiness Index
Out now
A new YouGov survey from Iress reveals how people across the UK are feeling about their finances - and how prepared they actually are for what lies ahead. The findings provide a clear, data-led picture of consumers' financial confidence, behaviours and preparedness with informed insights to help the financial services industry take action.
Award-winning financial technology
19,400 active community users
777 annual voluntary hours
Software for every type of financial services business
Moving to Xplan
Top-rated software, service and support
Changing software can feel overwhelming, but upgrading to the UK's top-rated financial advice software is easy when you have:
- Speedy standard migrations - using a simple approach
- Expert support - from our Implementation and Delivery teams
- Clear, step-by-step guidance - so you always know what to expect
Rated top by advisers
Xplan came top in the 2024 NextWealth Adviser Tech Stack Report, and our implementation service gets top ratings from clients, too.
Read our insights
Our new research
Explore the findings of the Iress Financial Readiness Index, a new survey into how people across the UK are really feeling about their finances.
Launching the Iress Partnership
How we're improving the adviser-client experience through tightly aligned, high-impact integrations with select third-party technology providers.
Vision for smarter advice
PlannerPal CEO Mark Whitcroft talks about the Iress and PlannerPal partnership that's revolutionising the delivery of financial advice.
