Iress Reviews 

3
TrustScore 3 out of 5

2.8

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Company details

  1. Software company
  2. Software Vendor

Written by the company

Iress is a leading technology company providing software and services to the financial services industry. We engineer robust, scalable wealth management, financial advice, trading, market data, and mortgage software solutions that power financial institutions and independent professionals globally. Our industry leading platforms including Xplan are designed to streamline workflows, enhance connectivity, improve compliance, and drive efficiency. From retail wealth management to global market execution, Iress delivers the data and infrastructure needed to make better financial decisions. Discover how our financial technology can help your business grow and perform.


Contact info

2.8

Average

TrustScore 3 out of 5

3 reviews

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4-star
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1-star

No recent history of asking for reviews

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2.8

All reviews

(3)

2 reviews in the last 12 months

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Rated 1 out of 5 stars

Just a terrible piece of technology for…

Just a terrible piece of technology for the price. Always has been. As the prices go up it honestly feels like it has gotten worse. It's amazing how well they've done to some how hide the bad reviews. Everyone who uses it thinks the same thing.

24 February 2026
Unprompted review
Rated 1 out of 5 stars

Trully awful software

Trully awful software. It is supposed to be there to assist you to be more productive as an adviser and to remain compliant, but whilst it achieves the first fails as the second entirely. Customer service are rude and couldn't care less about your business or the issues their software creates. Considering there are better alternatives such as Salesforce etc I honestly don't know how this firm is still in business.

31 October 2025
Unprompted review
Rated 1 out of 5 stars

Contract set up to suit the firm and…

Contract set up to suit the firm and prioritise profit over customers. If you decided the mortgage sourcing software is no longer suitable or it no longer functions how you want you are compelled to pay a further 3 months of payments for a service you are no longer using. This was never explained verbally at the outset. I used the service for approximately 8 years and paid over £6000 to them and they chased with emails and threat of litigation as well as imposed extra delay charges over a £124 bill. They have lost a potential future customer and many recommendations to colleagues over this trivial amount.

11 August 2025
Unprompted review

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