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Wealth products

With enhanced workplace efficiency at its core, our multi-purpose tools adapt to a wide range of roles and financial planning environments.


Wealth products offered in Australia


Solution Description
Alerts Manager Automated exception-based rules assist advisers in monitoring their client data, and produce trend and risk management reporting for dealer audit teams.
Client Focus Comprehensive fact find and client relationship management (CRM) solution.
Client Online Access Gives investors access to their financial plans and other details live on the financial planner's website.
CommPay Flexible rules-based solution that lets clients design and manage commission and remuneration models.
Connect Integrate a public dealer or adviser website with XPLAN for data collection, client engagement tools and automated data entry and workflow.
Debt Qualifier An integrated mortgage qualification and research tool, supporting loans and risk management.
eApplications Produces client-centric forms that interact with product providers. Auto-validation produces pre-filled paper or electronic form messages.
Engage

A suite of wizard-based advice calculator tools designed for placing in XPLAN Client Online Access. XPLAN Engage supports white-label and user interface customisation.

IRESS Portfolio System (IPS) A scalable portfolio solution for managing and reporting on client portfolios.
Professional Adviser Access Customised XPLAN access for external professional advisers, to view client information.
Referrer Access Customised XPLAN access for external referrers, to enter client information.
Risk Profiler A psychometric, independent risk tolerance analysis and risk profile selector.
Risk Researcher A fully interactive risk insurance solution, comprising all the tools necessary to determine client risk needs, assess, model and recommend risk solutions.
Show Me Investors view their financial planner's desktop in real time via the internet.
SuperSolver Superannuation comparison tool providing product specific comparisons of costs and intangible plan features.
XTOOLS A powerful suite of calculators for identifying client needs and exposing business opportunities.
XTOOLS+ A strategy-based modelling tool tailored to the analysis and modelling of strategies for financial planning entities.

Latest news

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
Tuesday, August 06, 2013
IRESS Acquires Avelo Financial...
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