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Corporation
FINANCE | Asset/Financial Management
iress.com

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Investments

1

Partners & Customers

10

About IRESS

IRESS (IRE.ASX) is a principal supplier of share market and wealth management systems in Australia, Asia, New Zealand, Canada, South Africa and the United Kingdom. The company produces innovative, sophisticated solutions for serious financial market and wealth management participants.

IRESS Headquarter Location

Suite 14, Level 5 121 King William Street

Adelaide, South Australia, 5000,

Australia

(03) 9018 5800

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IRESS Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
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IRESS Rank

Latest IRESS News

FinCalc integrates with Iress Xplan

May 9, 2022

Cashflow and defined benefit transfer (DB) software provider FinCalc will integrate its system with Iress Xplan. The two-way integration allows users to move personal and financial information about their clients between the two systems quickly. This aims to eliminate the need for data rekeying, lowering risk, saving time for advisers, and streamlining the client review process. Between FinCalc and Xplan, all necessary customer data and financial modelling information can be transferred seamlessly. Income, assets, pensions, savings and investments, liabilities, and expenses should all be pulled through with ease. This two-way link will also sync contributions and the most recent valuations. FinCalc reports can also be automatically uploaded into Xplan. In addition, advisers can use the new FinCalc Client Portal to onboard clients and to get them to complete their personal and financial information directly before uploading this into Xplan. FinCalc managing director Jason Sykes said: “We want to ensure that advisers have systems that communicate with each other, not only to save valuable time but to make sure that client information is consistently updated across all systems. “This integration with Xplan is another step forward in our aim to empower advisers with the best financial tools to service their clients more effectively.” Iress commercial director Andrew Foster added: “Iress is committed to helping our customers perform better and making systems more efficient is one of the most effective ways to do that. “This integration helps advisers focus on providing their clients the best advice, without worrying about re-keying errors or spending too long simply inputting data.”

IRESS Investments

1 Investments

IRESS has made 1 investments. Their latest investment was in Lucsan as part of their Corporate Minority on September 9, 2017.

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IRESS Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

9/25/2017

Corporate Minority

Lucsan

Yes

1

Date

9/25/2017

Round

Corporate Minority

Company

Lucsan

Amount

New?

Yes

Co-Investors

Sources

1

IRESS Acquisitions

8 Acquisitions

IRESS acquired 8 companies. Their latest acquisition was OneVue on November 06, 2020.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

11/6/2020

$99M

Acq - P2P

2

3/18/2020

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$99M

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10

1/7/2020

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$99M

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10

5/31/2019

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$99M

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10

9/26/2016

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$99M

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10

Date

11/6/2020

3/18/2020

1/7/2020

5/31/2019

9/26/2016

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acq - P2P

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Sources

2

10

10

10

10

IRESS Partners & Customers

10 Partners and customers

IRESS has 10 strategic partners and customers. IRESS recently partnered with FINDEX on February 2, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

2/7/2022

Client

Japan

Findex selects Iress to increase efficiency and unlock scale in financial advice

Iress CEO , Andrew Walsh , said , `` We 're delighted to partner with Findex to support its strategy of delivering technology-enabled , integrated advice services .

1

12/12/2021

Client

Optar Capital selects Iress for end-to-end portfolio management

Optar Capital selects Iress for end-to-end portfolio management

1

12/7/2021

Partner

Australia

Iress partners with Griffith University to expose the double-edged sword of superannuation switching

Iress CEO , Andrew Walsh , said , `` We partnered with Griffith University to better understand the relationship between financial literacy , access to advice , and decision making by superannuation members .

1

9/24/2021

Partner

United Kingdom

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0

4/21/2021

Partner

United States

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10

Date

2/7/2022

12/12/2021

12/7/2021

9/24/2021

4/21/2021

Type

Client

Client

Partner

Partner

Partner

Business Partner

Country

Japan

Australia

United Kingdom

United States

News Snippet

Findex selects Iress to increase efficiency and unlock scale in financial advice

Iress CEO , Andrew Walsh , said , `` We 're delighted to partner with Findex to support its strategy of delivering technology-enabled , integrated advice services .

Optar Capital selects Iress for end-to-end portfolio management

Optar Capital selects Iress for end-to-end portfolio management

Iress partners with Griffith University to expose the double-edged sword of superannuation switching

Iress CEO , Andrew Walsh , said , `` We partnered with Griffith University to better understand the relationship between financial literacy , access to advice , and decision making by superannuation members .

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Sources

1

1

1

0

10

IRESS Team

3 Team Members

IRESS has 3 team members, including current Managing Director, Simon Badley.

Name

Work History

Title

Status

Simon Badley

Managing Director

Current

Jim Davies

Chief Executive Officer

Former

Brendan Foley

Fenics, Inventure, Ernst & Young, and Man Group

Chief Executive Officer

Former

Name

Simon Badley

Jim Davies

Brendan Foley

Work History

Fenics, Inventure, Ernst & Young, and Man Group

Title

Managing Director

Chief Executive Officer

Chief Executive Officer

Status

Current

Former

Former

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