Iress

About Iress

Iress provides software and technology services to the global financial services industry, including wealth management, trading and market data, and mortgage sectors. Its products include the Xplan CRM, the MSO mortgage sales platform and various trading suites for broker-dealers and advisers. Recent coverage has focused on strategic partnerships to integrate trade surveillance, AML compliance and mortgage sourcing data into its digital ecosystem.

FF News has published 30 stories featuring Iress since 2023, most recently "PlannerPal Secures $6m to Scale AI Client Intelligence for UK Wealth and Mortgage Sectors" (7 October 2026).

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