Description

Iress is a financial advice and investment management software designed for bankers and insurers. It enables users to track revenue and analyze data, discover implementation and ongoing management, manage advice process from discovery and production recommendation, automate the collection, validation and reconciliation of key client data, monitor data-driven analytics for compliance and key risk indicator (KRI), identify and manage potential risks, optimize economic commodity and foreign exchange data, as well as accomplish trade messages between buy and sale-side participants. Features include return on investment (ROI) optimization, layout customization, content management, review analysis, workflow management, risk optimization, and investment management. Modules include Xplan, Private Wealth, IressNet, CommPay, and Lumen.