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PENSIONS
Faster, smarter trading for firms of every size. Technology for investment and portfolio management and execution. Giving you greater choice, flexibility and connections. Standard Bank tell us how they found a competitive edge to better serve today’s discerning traderwith Iress.
SUPPORT - IRESS
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.2020 ANNUAL REPORT
ahead of reinstated guidance, aided by . good momentum in the fourth quarter. 2020 . pro forma Segment Profit was $155.6m, 5% ahead of 2019. A year into the pandemic,ACURITY ONLINE
Acurity Online is a fully transactional branded digital portal that makes managing super easier for everyone. Members can view and maintain their super, manage insurance, trade shares, consolidate and switch easily, and administrators benefit from increased engagement and reduced technology costs. IRESS SUPERCONNECTOR SuperConnector is a verified SuperStream gateway that enables the transfer of messages between employers, super funds and the ATO. A managed service, SuperConnector is cost-effective, compliant, resilient and robust—eliminating the need to use multiple system interfaces. Simplified integration—either natively with AcurityRegistry or via
XPLAN | SOFTWARE FOR FINANCIAL ADVISERS | FINANCIAL Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. It helps to reduce administration, maximise business opportunities and deliver high impact financial advice. Manage the entire advice process from discovery, right through to TRIGOLD | SOFTWARE FOR MORTGAGE BROKERS AND ADVISERS Streamline processes and reduce costs: a complete end-to-end solution for mortgage sourcing Available offline: Trigold is desktop-based software, meaning you can access it even when you don't have internet connectivity Trusted by more than 15,000 mortgage brokers: the most respected mortgage sourcing software available in the UK Accurate daily rates from across the market: access the bestIRESS COMMUNITY
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.BOARD OF DIRECTORS
Julie is a Non-Executive director of SEEK, Datacom Group, CenITex, Vocus Group, The Australian Red Cross Blood Service and non-profit disability services organisation Yooralla, and a member of the La Trobe University board. Non-Executive Director, since February 2020. IRESS REMOTE SUPPORT PORTAL Session Key Session Key. Copyright © 2002-2019 BeyondTrust Corporation. Redistribution Prohibited. IRESS | MARKET-LEADING FINANCIAL SOFTWARE FOR BETTERSOFTWARESIGN INTRADING AND MARKET DATAINVESTMENT MANAGEMENTMORTGAGESLIFE ANDPENSIONS
Faster, smarter trading for firms of every size. Technology for investment and portfolio management and execution. Giving you greater choice, flexibility and connections. Standard Bank tell us how they found a competitive edge to better serve today’s discerning traderwith Iress.
SUPPORT - IRESS
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.2020 ANNUAL REPORT
ahead of reinstated guidance, aided by . good momentum in the fourth quarter. 2020 . pro forma Segment Profit was $155.6m, 5% ahead of 2019. A year into the pandemic,ACURITY ONLINE
Acurity Online is a fully transactional branded digital portal that makes managing super easier for everyone. Members can view and maintain their super, manage insurance, trade shares, consolidate and switch easily, and administrators benefit from increased engagement and reduced technology costs. IRESS SUPERCONNECTOR SuperConnector is a verified SuperStream gateway that enables the transfer of messages between employers, super funds and the ATO. A managed service, SuperConnector is cost-effective, compliant, resilient and robust—eliminating the need to use multiple system interfaces. Simplified integration—either natively with AcurityRegistry or via
XPLAN | SOFTWARE FOR FINANCIAL ADVISERS | FINANCIAL Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. It helps to reduce administration, maximise business opportunities and deliver high impact financial advice. Manage the entire advice process from discovery, right through to TRIGOLD | SOFTWARE FOR MORTGAGE BROKERS AND ADVISERS Streamline processes and reduce costs: a complete end-to-end solution for mortgage sourcing Available offline: Trigold is desktop-based software, meaning you can access it even when you don't have internet connectivity Trusted by more than 15,000 mortgage brokers: the most respected mortgage sourcing software available in the UK Accurate daily rates from across the market: access the bestIRESS COMMUNITY
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.BOARD OF DIRECTORS
Julie is a Non-Executive director of SEEK, Datacom Group, CenITex, Vocus Group, The Australian Red Cross Blood Service and non-profit disability services organisation Yooralla, and a member of the La Trobe University board. Non-Executive Director, since February 2020. IRESS REMOTE SUPPORT PORTAL Session Key Session Key. Copyright © 2002-2019 BeyondTrust Corporation. Redistribution Prohibited.SUPPORT - IRESS
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.ABOUT US | IRESS
From the world’s most iconic financial services brands to advice firms of all sizes, challenger banks, insurers, investment managers, traders and brokers, more than 9,000 businesses and 500,000 people use our software to help them perform better and deliver more.IRESS TRAINING
The Iress Training Team. Australia. Expert tuition in our Xplan suite from coding essentials to group data and site modification will have you improving your Iress software skills. See sessions. Canada. When you have a new software system, you want to see benefits of your investment straight away. See sessions. IRESS SUPERCONNECTOR SuperConnector is a verified SuperStream gateway that enables the transfer of messages between employers, super funds and the ATO. A managed service, SuperConnector is cost-effective, compliant, resilient and robust—eliminating the need to use multiple system interfaces. Simplified integration—either natively with AcurityRegistry or via
IRESS ADDS CLEARING HOUSE TO SUPERSTREAM GATEWAY Technology company Iress has announced the launch of a new clearing house as part of its SuperStream gateway - SuperConnector. The clearing house means employers can now make superannuation contributions to multiple super funds for their employees—including both APRA-regulated funds and SMSFs—from one central portal.BOARD OF DIRECTORS
Julie is a Non-Executive director of SEEK, Datacom Group, CenITex, Vocus Group, The Australian Red Cross Blood Service and non-profit disability services organisation Yooralla, and a member of the La Trobe University board. Non-Executive Director, since February 2020. VIEWPOINT | SOFTWARE FOR TRADERS & INVESTORS | FINANCIAL With a winning mix of data, software and on-the-ground support, ViewPoint combines responsive design, real-time market data and access to 130+ markets for a seamless digital trading experience. Web-based, co-designed with industry traders and available in three different packages, ViewPoint gives you everything you need to trade at yourbest.
REPORTS & PRESENTATIONS Here you will find the latest full-year or half-year financial information for Iress as well as a full library of financial results statements, financial results and investor presentations, links to our results webcasts and copies of our annual reports for the last 3 years. 2021. Market update - presentation for Goldman Sachs emergingleaders
IRESS APPOINTS NOAH GREENHILL AS HEAD OF COMMERCIAL FOR Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally. INTRODUCING THE NEW IRESS LEARNING CENTRE SESSION DESCRIPTION - 2 What is this session about? This month will see the launch of the new Iress Learning Centre—a platform for learning how to get the most out of Iress software. IRESS | MARKET-LEADING FINANCIAL SOFTWARE FOR BETTERSOFTWARESIGN INTRADING AND MARKET DATAINVESTMENT MANAGEMENTMORTGAGESLIFE ANDPENSIONS
Faster, smarter trading for firms of every size. Technology for investment and portfolio management and execution. Giving you greater choice, flexibility and connections. Standard Bank tell us how they found a competitive edge to better serve today’s discerning traderwith Iress.
SUPPORT - IRESS
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.2020 ANNUAL REPORT
ahead of reinstated guidance, aided by . good momentum in the fourth quarter. 2020 . pro forma Segment Profit was $155.6m, 5% ahead of 2019. A year into the pandemic,ASX ANNOUNCEMENTS
2020 Half Year Results Release - 20 August. Appointment of Chief Commercial Officer - 5 August. Aaron Knowles to step down from executive role - 2 July. Iress Share Purchase Plan opens - 9 June. Iress successfully completes $150m placement - 2 June. Appendix 3Y - Andrew Walsh, CEO & Managing Director - 22 May.ACURITY ONLINE
Acurity Online is a fully transactional branded digital portal that makes managing super easier for everyone. Members can view and maintain their super, manage insurance, trade shares, consolidate and switch easily, and administrators benefit from increased engagement and reduced technology costs.IRESS COMMUNITY
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally. VIEWPOINT | SOFTWARE FOR TRADERS & INVESTORS | FINANCIAL With a winning mix of data, software and on-the-ground support, ViewPoint combines responsive design, real-time market data and access to 130+ markets for a seamless digital trading experience. Web-based, co-designed with industry traders and available in three different packages, ViewPoint gives you everything you need to trade at yourbest.
BOARD OF DIRECTORS
Julie is a Non-Executive director of SEEK, Datacom Group, CenITex, Vocus Group, The Australian Red Cross Blood Service and non-profit disability services organisation Yooralla, and a member of the La Trobe University board. Non-Executive Director, since February 2020. IRESS REMOTE SUPPORT PORTAL Session Key Session Key. Copyright © 2002-2019 BeyondTrust Corporation. Redistribution Prohibited. IRESS ADVISER OFFICE EXTRANET Adviser Office Extranet. 1. 2 IRESS | MARKET-LEADING FINANCIAL SOFTWARE FOR BETTERSOFTWARESIGN INTRADING AND MARKET DATAINVESTMENT MANAGEMENTMORTGAGESLIFE ANDPENSIONS
Faster, smarter trading for firms of every size. Technology for investment and portfolio management and execution. Giving you greater choice, flexibility and connections. Standard Bank tell us how they found a competitive edge to better serve today’s discerning traderwith Iress.
SUPPORT - IRESS
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.2020 ANNUAL REPORT
ahead of reinstated guidance, aided by . good momentum in the fourth quarter. 2020 . pro forma Segment Profit was $155.6m, 5% ahead of 2019. A year into the pandemic,ASX ANNOUNCEMENTS
2020 Half Year Results Release - 20 August. Appointment of Chief Commercial Officer - 5 August. Aaron Knowles to step down from executive role - 2 July. Iress Share Purchase Plan opens - 9 June. Iress successfully completes $150m placement - 2 June. Appendix 3Y - Andrew Walsh, CEO & Managing Director - 22 May.ACURITY ONLINE
Acurity Online is a fully transactional branded digital portal that makes managing super easier for everyone. Members can view and maintain their super, manage insurance, trade shares, consolidate and switch easily, and administrators benefit from increased engagement and reduced technology costs.IRESS COMMUNITY
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally. VIEWPOINT | SOFTWARE FOR TRADERS & INVESTORS | FINANCIAL With a winning mix of data, software and on-the-ground support, ViewPoint combines responsive design, real-time market data and access to 130+ markets for a seamless digital trading experience. Web-based, co-designed with industry traders and available in three different packages, ViewPoint gives you everything you need to trade at yourbest.
BOARD OF DIRECTORS
Julie is a Non-Executive director of SEEK, Datacom Group, CenITex, Vocus Group, The Australian Red Cross Blood Service and non-profit disability services organisation Yooralla, and a member of the La Trobe University board. Non-Executive Director, since February 2020. IRESS REMOTE SUPPORT PORTAL Session Key Session Key. Copyright © 2002-2019 BeyondTrust Corporation. Redistribution Prohibited. IRESS ADVISER OFFICE EXTRANET Adviser Office Extranet. 1. 2IRESS TRAINING
The Iress Training Team. Australia. Expert tuition in our Xplan suite from coding essentials to group data and site modification will have you improving your Iress software skills. See sessions. Canada. When you have a new software system, you want to see benefits of your investment straight away. See sessions.ABOUT US | IRESS
From the world’s most iconic financial services brands to advice firms of all sizes, challenger banks, insurers, investment managers, traders and brokers, more than 9,000 businesses and 500,000 people use our software to help them perform better and deliver more. IRESS SUPERCONNECTOR SuperConnector is a verified SuperStream gateway that enables the transfer of messages between employers, super funds and the ATO. A managed service, SuperConnector is cost-effective, compliant, resilient and robust—eliminating the need to use multiple system interfaces. Simplified integration—either natively with AcurityRegistry or via
TRADING AND MARKET DATA Trading & market data. To trade smarter in today’s market, you need the right information, tools and support. More than 12,000+ institutional, retail and online traders around the world use Iress to connect across multiple markets, monitor and manage risk, access end-to-end multi-asset trading support, and deliver better performance. Learn more. IRESS ADDS CLEARING HOUSE TO SUPERSTREAM GATEWAY Technology company Iress has announced the launch of a new clearing house as part of its SuperStream gateway - SuperConnector. The clearing house means employers can now make superannuation contributions to multiple super funds for their employees—including both APRA-regulated funds and SMSFs—from one central portal. IRESS APPOINTS HEAD OF PRODUCT DESIGN Iress today announced the appointment of Amir Ansari as Global Head of Product Design. The new global role will be focused on fostering design excellence in theIRESS COMMPAY
It’s a simple tool to help streamline revenue and remuneration. CommPay is versatile and robust. The integration with Xplan allows for accurate client revenue reporting and comprehensive business reporting. Call us on +61 (02) 8273 7000 or complete the form below and we’ll be in touch. PRO | SOFTWARE FOR TRADERS & INVESTORS | FINANCIAL Pro is a scalable and highly customisable market data interface that provides real-time market data, news, company reports, estimates data and a range of tools for sophisticated analysis. Ideal for institutional and private client dealing rooms, fund managers, research departments, corporations and private traders, Pro integrateswith Iress
REPORTS & PRESENTATIONS Here you will find the latest full-year or half-year financial information for Iress as well as a full library of financial results statements, financial results and investor presentations, links to our results webcasts and copies of our annual reports for the last 3 years. 2021. Market update - presentation for Goldman Sachs emergingleaders
8 THINGS TO CONSIDER BEFORE BUYING NEW SOFTWARE When you’re on the hunt for new software, it’s easy to fall into the trap of looking outward first. Too many businesses jump straight into thinking about software and providers without being clear on whatthey need.
IRESS | MARKET-LEADING FINANCIAL SOFTWARE FOR BETTERSOFTWARESIGN INTRADING AND MARKET DATAINVESTMENT MANAGEMENTMORTGAGESLIFE ANDPENSIONS
Faster, smarter trading for firms of every size. Technology for investment and portfolio management and execution. Giving you greater choice, flexibility and connections. Standard Bank tell us how they found a competitive edge to better serve today’s discerning traderwith Iress.
2020 ANNUAL REPORT
ahead of reinstated guidance, aided by . good momentum in the fourth quarter. 2020 . pro forma Segment Profit was $155.6m, 5% ahead of 2019. A year into the pandemic,ASX ANNOUNCEMENTS
2020 Half Year Results Release - 20 August. Appointment of Chief Commercial Officer - 5 August. Aaron Knowles to step down from executive role - 2 July. Iress Share Purchase Plan opens - 9 June. Iress successfully completes $150m placement - 2 June. Appendix 3Y - Andrew Walsh, CEO & Managing Director - 22 May. VIEWPOINT | SOFTWARE FOR TRADERS & INVESTORS | FINANCIAL With a winning mix of data, software and on-the-ground support, ViewPoint combines responsive design, real-time market data and access to 130+ markets for a seamless digital trading experience. Web-based, co-designed with industry traders and available in three different packages, ViewPoint gives you everything you need to trade at yourbest.
IRESS COMMUNITY
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.IRESS COMMPAY
It’s a simple tool to help streamline revenue and remuneration. CommPay is versatile and robust. The integration with Xplan allows for accurate client revenue reporting and comprehensive business reporting. Call us on +61 (02) 8273 7000 or complete the form below and we’ll be in touch. PRO | SOFTWARE FOR TRADERS & INVESTORS | FINANCIAL Pro is a scalable and highly customisable market data interface that provides real-time market data, news, company reports, estimates data and a range of tools for sophisticated analysis. Ideal for institutional and private client dealing rooms, fund managers, research departments, corporations and private traders, Pro integrateswith Iress
BOARD OF DIRECTORS
Julie is a Non-Executive director of SEEK, Datacom Group, CenITex, Vocus Group, The Australian Red Cross Blood Service and non-profit disability services organisation Yooralla, and a member of the La Trobe University board. Non-Executive Director, since February 2020. REPORTS & PRESENTATIONS Here you will find the latest full-year or half-year financial information for Iress as well as a full library of financial results statements, financial results and investor presentations, links to our results webcasts and copies of our annual reports for the last 3 years. 2021. Market update - presentation for Goldman Sachs emergingleaders
IRESS REMOTE SUPPORT PORTAL Session Key Session Key. Copyright © 2002-2019 BeyondTrust Corporation. Redistribution Prohibited. IRESS | MARKET-LEADING FINANCIAL SOFTWARE FOR BETTERSOFTWARESIGN INTRADING AND MARKET DATAINVESTMENT MANAGEMENTMORTGAGESLIFE ANDPENSIONS
Faster, smarter trading for firms of every size. Technology for investment and portfolio management and execution. Giving you greater choice, flexibility and connections. Standard Bank tell us how they found a competitive edge to better serve today’s discerning traderwith Iress.
2020 ANNUAL REPORT
ahead of reinstated guidance, aided by . good momentum in the fourth quarter. 2020 . pro forma Segment Profit was $155.6m, 5% ahead of 2019. A year into the pandemic,ASX ANNOUNCEMENTS
2020 Half Year Results Release - 20 August. Appointment of Chief Commercial Officer - 5 August. Aaron Knowles to step down from executive role - 2 July. Iress Share Purchase Plan opens - 9 June. Iress successfully completes $150m placement - 2 June. Appendix 3Y - Andrew Walsh, CEO & Managing Director - 22 May. VIEWPOINT | SOFTWARE FOR TRADERS & INVESTORS | FINANCIAL With a winning mix of data, software and on-the-ground support, ViewPoint combines responsive design, real-time market data and access to 130+ markets for a seamless digital trading experience. Web-based, co-designed with industry traders and available in three different packages, ViewPoint gives you everything you need to trade at yourbest.
IRESS COMMUNITY
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.IRESS COMMPAY
It’s a simple tool to help streamline revenue and remuneration. CommPay is versatile and robust. The integration with Xplan allows for accurate client revenue reporting and comprehensive business reporting. Call us on +61 (02) 8273 7000 or complete the form below and we’ll be in touch. PRO | SOFTWARE FOR TRADERS & INVESTORS | FINANCIAL Pro is a scalable and highly customisable market data interface that provides real-time market data, news, company reports, estimates data and a range of tools for sophisticated analysis. Ideal for institutional and private client dealing rooms, fund managers, research departments, corporations and private traders, Pro integrateswith Iress
BOARD OF DIRECTORS
Julie is a Non-Executive director of SEEK, Datacom Group, CenITex, Vocus Group, The Australian Red Cross Blood Service and non-profit disability services organisation Yooralla, and a member of the La Trobe University board. Non-Executive Director, since February 2020. REPORTS & PRESENTATIONS Here you will find the latest full-year or half-year financial information for Iress as well as a full library of financial results statements, financial results and investor presentations, links to our results webcasts and copies of our annual reports for the last 3 years. 2021. Market update - presentation for Goldman Sachs emergingleaders
IRESS REMOTE SUPPORT PORTAL Session Key Session Key. Copyright © 2002-2019 BeyondTrust Corporation. Redistribution Prohibited.IRESS TRAINING
The Iress Training Team. Australia. Expert tuition in our Xplan suite from coding essentials to group data and site modification will have you improving your Iress software skills. See sessions. Canada. When you have a new software system, you want to see benefits of your investment straight away. See sessions. TRADING AND MARKET DATA Trading & market data. To trade smarter in today’s market, you need the right information, tools and support. More than 12,000+ institutional, retail and online traders around the world use Iress to connect across multiple markets, monitor and manage risk, access end-to-end multi-asset trading support, and deliver better performance. Learn more.PORTFOLIO SYSTEM
Portfolio System. Managing portfolios can be demanding on you and your team. Iress Portfolio System makes it easier to construct, review, analyse and configure your clients’ portfolios, report on tax, analyse valuation and performance and access approved product lists. From simple portfolios through to sophisticated, it offers end-to-end PRO | SOFTWARE FOR TRADERS & INVESTORS | FINANCIAL Pro is a scalable and highly customisable market data interface that provides real-time market data, news, company reports, estimates data and a range of tools for sophisticated analysis. Ideal for institutional and private client dealing rooms, fund managers, research departments, corporations and private traders, Pro integrateswith Iress
IRESS SUPERCONNECTOR SuperConnector is a verified SuperStream gateway that enables the transfer of messages between employers, super funds and the ATO. A managed service, SuperConnector is cost-effective, compliant, resilient and robust—eliminating the need to use multiple system interfaces. Simplified integration—either natively with AcurityRegistry or via
IRESS APPOINTS HEAD OF PRODUCT DESIGN Iress today announced the appointment of Amir Ansari as Global Head of Product Design. The new global role will be focused on fostering design excellence in the IRESS ADDS CLEARING HOUSE TO SUPERSTREAM GATEWAY Technology company Iress has announced the launch of a new clearing house as part of its SuperStream gateway - SuperConnector. The clearing house means employers can now make superannuation contributions to multiple super funds for their employees—including both APRA-regulated funds and SMSFs—from one central portal. XPLAN | SOFTWARE FOR FINANCIAL ADVISERS | FINANCIAL Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. It helps to reduce administration, maximise business opportunities and deliver high impact financial advice. Manage the entire advice process from discovery, right through to REPORTS & PRESENTATIONS Here you will find the latest full-year or half-year financial information for Iress as well as a full library of financial results statements, financial results and investor presentations, links to our results webcasts and copies of our annual reports for the last 3 years. 2021. Market update - presentation for Goldman Sachs emergingleaders
8 THINGS TO CONSIDER BEFORE BUYING NEW SOFTWARE When you’re on the hunt for new software, it’s easy to fall into the trap of looking outward first. Too many businesses jump straight into thinking about software and providers without being clear on whatthey need.
2020 ANNUAL REPORT
ahead of reinstated guidance, aided by . good momentum in the fourth quarter. 2020 . pro forma Segment Profit was $155.6m, 5% ahead of 2019. A year into the pandemic, IRESS SUPERCONNECTOR SuperConnector is a verified SuperStream gateway that enables the transfer of messages between employers, super funds and the ATO. A managed service, SuperConnector is cost-effective, compliant, resilient and robust—eliminating the need to use multiple system interfaces. Simplified integration—either natively with AcurityRegistry or via
PORTFOLIO SYSTEM
Portfolio System. Managing portfolios can be demanding on you and your team. Iress Portfolio System makes it easier to construct, review, analyse and configure your clients’ portfolios, report on tax, analyse valuation and performance and access approved product lists. From simple portfolios through to sophisticated, it offers end-to-end VIEWPOINT | SOFTWARE FOR TRADERS & INVESTORS | FINANCIAL With a winning mix of data, software and on-the-ground support, ViewPoint combines responsive design, real-time market data and access to 130+ markets for a seamless digital trading experience. Web-based, co-designed with industry traders and available in three different packages, ViewPoint gives you everything you need to trade at yourbest.
IRESS COMMUNITY
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally. XPLAN | SOFTWARE FOR FINANCIAL ADVISERS | FINANCIAL Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. It helps to reduce administration, maximise business opportunities and deliver high impact financial advice. Manage the entire advice process from discovery, right through to IRESS REMOTE SUPPORT PORTAL Session Key Session Key. Copyright © 2002-2019 BeyondTrust Corporation. Redistribution Prohibited. RISK RESEARCHER COURSE DESCRIPTION Risk Researcher Course description - 3 iress.com Australia • Asia • Canada • New Zealand • South Africa •United Kingdom IressTraining
LUMEN - IRESS COMMUNITY Unlike other systems that simply store and retrieve data, Lumen provides insights and outputs so you don’t need to assemble information and draw your own conclusions. In addition to over 30 KRIs available, Lumen can also alert you if: the same strategy has been recommended to more than 50% of clients. there is a spike in revenue.XPLAN WEALTHSOLVER
Xplan WealthSolver incorporates data on over 890 superannuation, pension and investment products and presents the data in a concise and easy to read format. This takes the hassle out of comparing key criteria, leaving you with more time to spend on your client’sneeds.
2020 ANNUAL REPORT
ahead of reinstated guidance, aided by . good momentum in the fourth quarter. 2020 . pro forma Segment Profit was $155.6m, 5% ahead of 2019. A year into the pandemic, IRESS SUPERCONNECTOR SuperConnector is a verified SuperStream gateway that enables the transfer of messages between employers, super funds and the ATO. A managed service, SuperConnector is cost-effective, compliant, resilient and robust—eliminating the need to use multiple system interfaces. Simplified integration—either natively with AcurityRegistry or via
PORTFOLIO SYSTEM
Portfolio System. Managing portfolios can be demanding on you and your team. Iress Portfolio System makes it easier to construct, review, analyse and configure your clients’ portfolios, report on tax, analyse valuation and performance and access approved product lists. From simple portfolios through to sophisticated, it offers end-to-end VIEWPOINT | SOFTWARE FOR TRADERS & INVESTORS | FINANCIAL With a winning mix of data, software and on-the-ground support, ViewPoint combines responsive design, real-time market data and access to 130+ markets for a seamless digital trading experience. Web-based, co-designed with industry traders and available in three different packages, ViewPoint gives you everything you need to trade at yourbest.
IRESS COMMUNITY
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally. XPLAN | SOFTWARE FOR FINANCIAL ADVISERS | FINANCIAL Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. It helps to reduce administration, maximise business opportunities and deliver high impact financial advice. Manage the entire advice process from discovery, right through to IRESS REMOTE SUPPORT PORTAL Session Key Session Key. Copyright © 2002-2019 BeyondTrust Corporation. Redistribution Prohibited. RISK RESEARCHER COURSE DESCRIPTION Risk Researcher Course description - 3 iress.com Australia • Asia • Canada • New Zealand • South Africa •United Kingdom IressTraining
LUMEN - IRESS COMMUNITY Unlike other systems that simply store and retrieve data, Lumen provides insights and outputs so you don’t need to assemble information and draw your own conclusions. In addition to over 30 KRIs available, Lumen can also alert you if: the same strategy has been recommended to more than 50% of clients. there is a spike in revenue.XPLAN WEALTHSOLVER
Xplan WealthSolver incorporates data on over 890 superannuation, pension and investment products and presents the data in a concise and easy to read format. This takes the hassle out of comparing key criteria, leaving you with more time to spend on your client’sneeds.
IRESS | MARKET-LEADING FINANCIAL SOFTWARE FOR BETTER Faster, smarter trading for firms of every size. Technology for investment and portfolio management and execution. Giving you greater choice, flexibility and connections. Standard Bank tell us how they found a competitive edge to better serve today’s discerning traderwith Iress.
SUPPORT - IRESS
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally. VIEWPOINT | SOFTWARE FOR TRADERS & INVESTORS | FINANCIAL With a winning mix of data, software and on-the-ground support, ViewPoint combines responsive design, real-time market data and access to 130+ markets for a seamless digital trading experience. Web-based, co-designed with industry traders and available in three different packages, ViewPoint gives you everything you need to trade at yourbest.
BOARD OF DIRECTORS
Julie is a Non-Executive director of SEEK, Datacom Group, CenITex, Vocus Group, The Australian Red Cross Blood Service and non-profit disability services organisation Yooralla, and a member of the La Trobe University board. Non-Executive Director, since February 2020.DDO
We have received a lot of enquiries from people across the industry seeking insights into what DDO will mean for them. To support this, we held an industry forum to share how our technology-based solution supports all industry participants impacted by DDO to manage their obligations in the most efficient and cost-effective way possible. IRESS APPOINTS HEAD OF PRODUCT DESIGN Iress today announced the appointment of Amir Ansari as Global Head of Product Design. The new global role will be focused on fostering design excellence in the IRESS ADDS CLEARING HOUSE TO SUPERSTREAM GATEWAY Technology company Iress has announced the launch of a new clearing house as part of its SuperStream gateway - SuperConnector. The clearing house means employers can now make superannuation contributions to multiple super funds for their employees—including both APRA-regulated funds and SMSFs—from one central portal. IRESS APPOINTS NOAH GREENHILL AS HEAD OF COMMERCIAL FOR Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally. LEEDS BUILDING SOCIETY CASE STUDY Looking for the best technology on the market and to lay the foundations for future innovation, Leeds Building Society chose Iress Mortgage Sales and Originations (MSO) software. Everything was falling into place, then COVID-19 hit, adding to the challenges of successfuldelivery.
EQUITY RELEASE: THE IMPORTANCE OF FLEXIBLE SOLUTIONS FOR As the world begins to open up, it bears taking the time to reflect on how the equity release market has weathered the worst of the pandemic, and where it finds itself now, as customers may be increasingly willing to start making previously deferred financial decisions. IRESS | MARKET-LEADING FINANCIAL SOFTWARE FOR BETTERSOFTWARESIGN INTRADING AND MARKET DATAINVESTMENT MANAGEMENTMORTGAGESLIFE AND PENSIONSIRESS EXCHANGEIRESS SOUTH AFRICAIRESS MORTGAGESIRESS EXWEBIRESS VIEWPOINTIRESS LOGIN Faster, smarter trading for firms of every size. Technology for investment and portfolio management and execution. Giving you greater choice, flexibility and connections. Standard Bank tell us how they found a competitive edge to better serve today’s discerning traderwith Iress.
IRESS TRAINING
The Iress Training Team. Australia. Expert tuition in our Xplan suite from coding essentials to group data and site modification will have you improving your Iress software skills. See sessions. Canada. When you have a new software system, you want to see benefits of your investment straight away. See sessions. CONTACT SOFTWARE SUPPORT Contact software support. Note - Service desk hours are applicable Monday - Friday, excluding national bank holidays. International offices. If you would like to contact one of our other offices then we have a list of all numbers available here. Contact us today in Australia, Canada, New Zealand, Singapore, South Africa and the UnitedKingdom.
XPLAN | SOFTWARE FOR FINANCIAL ADVISERS | FINANCIAL Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. It helps to reduce administration, maximise business opportunities and deliver high impact financial advice. Manage the entire advice process from discovery, right through to IRESS COMMUNITYIRESS EXCHANGEIRESS MORTGAGESIRESS VIEWPOINTIRESS LOGINIRESS WEBSITEIRESS TRADER Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally. TRIGOLD | SOFTWARE FOR MORTGAGE BROKERS AND ADVISERS Streamline processes and reduce costs: a complete end-to-end solution for mortgage sourcing Available offline: Trigold is desktop-based software, meaning you can access it even when you don't have internet connectivity Trusted by more than 15,000 mortgage brokers: the most respected mortgage sourcing software available in the UK Accurate daily rates from across the market: access the bestBOARD OF DIRECTORS
Julie is a Non-Executive director of SEEK, Datacom Group, CenITex, Vocus Group, The Australian Red Cross Blood Service and non-profit disability services organisation Yooralla, and a member of the La Trobe University board. Non-Executive Director, since February 2020. IRESS REMOTE SUPPORT PORTALIRESS EXCHANGEIRESS SOUTH AFRICAIRESS MORTGAGESREMOTE SUPPORT PORTALIRESS VIEWPOINTAOL SUPPORT PORTAL Session Key Session Key. Copyright © 2002-2019 BeyondTrust Corporation. Redistribution Prohibited. IRESS ADVISER OFFICE EXTRANET Adviser Office Extranet. 1. 2 LUMEN - IRESS COMMUNITY Unlike other systems that simply store and retrieve data, Lumen provides insights and outputs so you don’t need to assemble information and draw your own conclusions. In addition to over 30 KRIs available, Lumen can also alert you if: the same strategy has been recommended to more than 50% of clients. there is a spike in revenue. IRESS | MARKET-LEADING FINANCIAL SOFTWARE FOR BETTERSOFTWARESIGN INTRADING AND MARKET DATAINVESTMENT MANAGEMENTMORTGAGESLIFE AND PENSIONSIRESS EXCHANGEIRESS SOUTH AFRICAIRESS MORTGAGESIRESS EXWEBIRESS VIEWPOINTIRESS LOGIN Faster, smarter trading for firms of every size. Technology for investment and portfolio management and execution. Giving you greater choice, flexibility and connections. Standard Bank tell us how they found a competitive edge to better serve today’s discerning traderwith Iress.
IRESS TRAINING
The Iress Training Team. Australia. Expert tuition in our Xplan suite from coding essentials to group data and site modification will have you improving your Iress software skills. See sessions. Canada. When you have a new software system, you want to see benefits of your investment straight away. See sessions. CONTACT SOFTWARE SUPPORT Contact software support. Note - Service desk hours are applicable Monday - Friday, excluding national bank holidays. International offices. If you would like to contact one of our other offices then we have a list of all numbers available here. Contact us today in Australia, Canada, New Zealand, Singapore, South Africa and the UnitedKingdom.
XPLAN | SOFTWARE FOR FINANCIAL ADVISERS | FINANCIAL Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. It helps to reduce administration, maximise business opportunities and deliver high impact financial advice. Manage the entire advice process from discovery, right through to IRESS COMMUNITYIRESS EXCHANGEIRESS MORTGAGESIRESS VIEWPOINTIRESS LOGINIRESS WEBSITEIRESS TRADER Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally. TRIGOLD | SOFTWARE FOR MORTGAGE BROKERS AND ADVISERS Streamline processes and reduce costs: a complete end-to-end solution for mortgage sourcing Available offline: Trigold is desktop-based software, meaning you can access it even when you don't have internet connectivity Trusted by more than 15,000 mortgage brokers: the most respected mortgage sourcing software available in the UK Accurate daily rates from across the market: access the bestBOARD OF DIRECTORS
Julie is a Non-Executive director of SEEK, Datacom Group, CenITex, Vocus Group, The Australian Red Cross Blood Service and non-profit disability services organisation Yooralla, and a member of the La Trobe University board. Non-Executive Director, since February 2020. IRESS REMOTE SUPPORT PORTALIRESS EXCHANGEIRESS SOUTH AFRICAIRESS MORTGAGESREMOTE SUPPORT PORTALIRESS VIEWPOINTAOL SUPPORT PORTAL Session Key Session Key. Copyright © 2002-2019 BeyondTrust Corporation. Redistribution Prohibited. IRESS ADVISER OFFICE EXTRANET Adviser Office Extranet. 1. 2 LUMEN - IRESS COMMUNITY Unlike other systems that simply store and retrieve data, Lumen provides insights and outputs so you don’t need to assemble information and draw your own conclusions. In addition to over 30 KRIs available, Lumen can also alert you if: the same strategy has been recommended to more than 50% of clients. there is a spike in revenue.CONTACT US - IRESS
Home. Visit our offices. International Offices. If you would like to contact one of our other offices then we have a list of all numbers available here. Contact us today in Australia, Canada, New Zealand, Singapore, South Africa and the United Kingdom. InternationalLocations.
JOIN US | IRESS
Iress is a friendly and collaborative workplace that focuses on personal growth. We foster innovation by continually exploring new ideas, embracing change and striving to always do things the right way. Our approach to flexible working helps our people manage work-life balance and makes Iress aIRESS TRAINING
Don’t forget, we also provide a wide range of on-demand training videos and plenty of support and help content on the Iress Community making it easy for you to learn anytime, anywhere. So make this your first port of call if ever you need some tips or assistance in getting the best out of your software. TRADING AND MARKET DATA Trading & market data. To trade smarter in today’s market, you need the right information, tools and support. More than 12,000+ institutional, retail and online traders around the world use Iress to connect across multiple markets, monitor and manage risk, access end-to-end multi-asset trading support, and deliver better performance. Learn more. IRESS APPOINTS HEAD OF PRODUCT DESIGN Iress today announced the appointment of Amir Ansari as Global Head of Product Design. The new global role will be focused on fostering design excellence in thePORTFOLIO SYSTEM
Portfolio System. Managing portfolios can be demanding on you and your team. Iress Portfolio System makes it easier to construct, review, analyse and configure your clients’ portfolios, report on tax, analyse valuation and performance and access approved product lists. From simple portfolios through to sophisticated, it offers end-to-endDDO
We have received a lot of enquiries from people across the industry seeking insights into what DDO will mean for them. To support this, we held an industry forum to share how our technology-based solution supports all industry participants impacted by DDO to manage their obligations in the most efficient and cost-effective way possible.ACURITY ONLINE
Acurity Online is a fully transactional branded digital portal that makes managing super easier for everyone. Members can view and maintain their super, manage insurance, trade shares, consolidate and switch easily, and administrators benefit from increased engagement and reduced technology costs. EQUITY RELEASE: THE IMPORTANCE OF FLEXIBLE SOLUTIONS FOR As the world begins to open up, it bears taking the time to reflect on how the equity release market has weathered the worst of the pandemic, and where it finds itself now, as customers may be increasingly willing to start making previously deferred financial decisions. LUMEN - IRESS COMMUNITY Unlike other systems that simply store and retrieve data, Lumen provides insights and outputs so you don’t need to assemble information and draw your own conclusions. In addition to over 30 KRIs available, Lumen can also alert you if: the same strategy has been recommended to more than 50% of clients. there is a spike in revenue. Choose another country or region to see content specific to yourlocation.
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FINANCIAL SERVICES SOFTWARE BUILT FOR BETTER PERFORMANCE It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition. We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them. To find out how we can help your financial services business, get intouch.
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Award-winning financial technology 500,000 global users 9,000 business clients Software for every type of financial services businessNext
SOFTWARE FOR BETTER PERFORMANCEFINANCIAL ADVICE
Software for financial planning? We've got it covered.More
TRADING & MARKET DATA Faster, smarter trading for firms of every size.More
INVESTMENT MANAGEMENT Technology for investment and portfolio management and execution.More
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Giving you greater choice, flexibility and connections.Learn more
VIEWPOINT OFFERS FUNCTIONALITY THAT WOULD’VE TAKEN US YEARS TO BUILD Standard Bank tell us how they found a competitive edge to better serve today’s discerning trader with Iress.Read more
XPLAN HELPS OUR TEAM DO WHAT THEY DO BEST Wingate Financial Planning tell us how Xplan helps them focus on theright things.
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GOODBYE MANUAL WORK, HELLO AUTOMATED WORKFLOWS CPN Investment Management talks about making the leap from Adviser Office to Xplan and why they aren’t looking back.Read more
Iress is a technology company providing software to the financialservices industry.
Our software is used by more than 9,000 businesses and 500,000 usersglobally.
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