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Private Wealth

Our Private Wealth solution supports private client advisers operating within advice provision, discretionary management, and execution services with an online desktop tailored to their client and workflow requirements.

Private Wealth combines comprehensive portfolio management and execution with client management tools to produce a tailored environment to suit your business processes and mandates. 

With multi-currency and multi-asset class support, Private Wealth gives you a complete view of your client investments and all the tools to manage them.

Adviser desktop

IRESS Private Wealth Adviser Desktop

Integrated online desktop for portfolio managers and private client advisers operating within advice provision, discretionary management, and execution services.

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Modelling and orders

IRESS Private Wealth Orders and Modelling

Compare portfolio holdings against pre-determined model holdings for any asset type in any currency. Dynamic connectivity for order generation and trade allocation ensures a fluid and transparent end-to-end process.

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Portfolio management

IRESS Portfolio Software

A portfolio solution that allows investment managers to design, construct and manage simple to complex portfolios to suit the discretionary needs of their private wealth clients.

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Latest news

Wednesday, October 22, 2014
IRESS Integrates Markit's TCA ...
Thursday, August 21, 2014
IRESS Half Year Results 2014
Wednesday, July 16, 2014
XPLAN Continues to Lead Advice...
Friday, August 09, 2013
IRESS Half Year Results 2013
Media Centre

IRESS at a glance

For more information visit our company profile.

  • Employees 1340
    Global Employees
  • Offices 14
    Global Offices
  • Established 20+
    Years Experience
About IRESS

Services and support

Find out about how we support our clients and products.

IRESS Services

Contact us

Please contact us for more information about our products.

  • Phone General enquiries
    (03) 9018 5800
  • Phone Wealth support
    1300 130 069
  • Phone Financial support
    1800 681 078
Contact IRESS