Iress
Curated by SignalWealth management software suite optimizing financial services operations and insights.
About
Iress is a company that offers a wealth management software suite aimed at supporting the operations of wealth managers and financial advisors. The platform includes various fintech tools such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, all integrated into a single system. It utilizes artificial intelligence (AI) and machine learning to provide predictive analytics that assist in developing investment strategies based on market trends and client behavior. The platform is designed to aggregate data securely and in real-time, providing a comprehensive view of clients, which may facilitate personalized advice while adhering to compliance requirements. Additionally, application programming interfaces (APIs) are available for integration with external financial services, which may improve operational efficiency and client engagement.
Key facts
- Founded
- 1993
- Headquarters
- Melbourne, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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- Phone
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Open roles
38 rolesEngineering Team Lead
Sydney, New South Wales, Australia · On-site · Volunteer
Graduate Data Analyst
Johannesburg, Gauteng, South Africa · On-site · Volunteer
Finance Business Partner - APAC Wealth
Melbourne, Victoria, Australia · On-site · Volunteer
