Iress Integrates Mortgage Sourcing Data into Access FS Elev8 Platform

Iress has integrated its mortgage and protection sourcing data into Elev8, the CRM platform used by Access Financial Services. This move allows 300 advisers to access real-time product information directly within their existing workflows, highlighting the growing demand for interoperable data in the intermediary market to reduce administrative friction and improve advice efficiency.

What was announced

The integration sees Iress’ mortgage and protection data embedded into Elev8, a CRM platform developed by Evolve Tech Solutions specifically for Access FS. Launched last month, the platform is currently utilized by 300 advisers. By integrating sourcing directly into the CRM, the system eliminates the need for advisers to toggle between different software packages when researching products for clients, streamlining the advice process from initial contact to product selection.

The scale of Iress’ data infrastructure is a central component of this partnership. In 2025, the company recorded more than 66 million mortgage quotes through its web services, a figure equivalent to nearly one quote for every person in Britain. This latest integration adds another adviser technology platform to the list of third-party providers utilizing Iress’ underlying sourcing infrastructure rather than relying on standalone applications.

The data provided through this integration is the same that powers Iress’ own established platforms, including Trigold and Xplan Mortgage (XPM). By making this database available via web services, Iress allows firms like Access FS to build bespoke digital client solutions and integrated workflows. The move focuses on providing up-to-date product information within the specific environments where advisers already conduct their daily business. This flexibility demonstrates how a single mortgage sourcing database can support multiple routes to market, whether through proprietary Iress software or third-party technology integrations.

"Iress is perhaps best known in the mortgage market for Trigold and Xplan Mortgage, but the reach of our mortgage and protection data goes much further. Our data sits behind a growing range of technology platforms used by intermediaries, giving advisers access to trusted sourcing data within the workflows they already use."

Warren O’Connell, Head of Business Development at Iress.

The companies involved

Iress is a global financial technology company providing software for the financial services industry. It is a major player in the UK mortgage market, where it is widely recognized for its Trigold and Xplan Mortgage brands. Beyond its own platforms, Iress operates as a significant data provider, licensing its extensive mortgage and protection databases to third-party developers and financial institutions. The company maintains a broad footprint across wealth management, trading, and market data sectors globally, positioning itself as a core infrastructure provider for the financial advice sector.

Access Financial Services, also known as Access FS, is an investment and financial services firm. Its advisers utilize the Elev8 platform, which was custom-built by Evolve Tech Solutions to streamline the advice process. Access FS focuses on providing its network of advisers with technology that supports their specific operational needs, particularly in the mortgage and protection space. The firm’s adoption of integrated CRM and sourcing tools reflects a broader trend among financial service providers to consolidate their technology stacks to improve the speed and accuracy of the advice they provide to clients while reducing the need to move between different systems.

What FF News has reported before

FF News has followed Iress’ recent efforts to expand its technological ecosystem through various global partnerships and deeper software integrations. In July 2026, the publication reported on how Iress and PlannerPal Deepen Integration to Streamline AI-Powered Financial Advice Workflows, focusing on the use of artificial intelligence to enhance adviser productivity and reduce manual data entry.

Additionally, Iress has been active in the international trading space, demonstrating the versatility of its core technology. In June 2026, BitDelta Pro Partners with Iress to Launch Multi-Asset Trading Platform in UAE, showing the company’s ability to deploy its infrastructure across different asset classes and geographies. These previous reports highlight a consistent strategy of embedding Iress’ core data and trading capabilities into diverse third-party environments to reach a wider user base beyond its own primary software products.

What this means

This integration signals a shift in the mortgage technology market away from standalone "best-of-breed" tools toward unified ecosystems. For years, the UK mortgage sector has been hampered by fragmented systems that require manual data re-entry, creating significant friction for intermediaries. By decoupling its data from its own front-end platforms like Trigold, Iress is acknowledging that the future of the industry lies in being a "plumbing" provider for other CRMs. This puts pressure on smaller, niche sourcing tools that lack the scale of Iress’ database. The central question for the sector now is whether proprietary CRM developers will continue to build their own sourcing modules or if the market will consolidate around a few dominant data providers that can offer the necessary depth and reliability.