IRESS

Iress Limited

Type| Public

Traded as

| ASX: IRE
Industry| Software
Founded| 1993 (1993)
Headquarters| Melbourne, Australia

Key people

| Tony D’Aloisio (Chairman), Andrew Walsh (Chief Executive Officer)
Products| Trading platform, market data, wealth management software
Revenue| A$: 464.6 million (2018)[1]

Number of employees

| 1950 [2] (2019)
Website| iress.com

Iress is an Australian software company specialising in the development of software systems and services for financial markets and wealth management.

Iress software is used by more than 9,000 businesses and 500,000 users globally.[3]

It is listed on the Australian Securities Exchange (ASX), and is a member of the S&P/ASX 200 index.[4]

## Contents

* 1 History
* 1.1 Key acquisitions
* 2 Software
* 2.1 Financial Advice
* 2.2 Trading and Market Data
* 2.3 Investment Management
* 2.4 Mortgages
* 2.5 Life & pensions
* 2.6 Superannuation
* 3 Global Locations
* 3.1 Australia
* 3.2 United Kingdom
* 3.3 South Africa
* 3.4 Canada
* 3.5 New Zealand
* 3.6 Singapore
* 4 Corporate affairs
* 4.1 Corporate Social Responsibility
* 4.1.1 Iress Foundation
* 4.2 Environmental practices and initiatives
* 5 Management team
* 5.1 Board of Directors [7]
* 5.2 Executive Team[8]
* 6 References
* 7 External links

## History

The company was formed in June 1993 as Dunai Financial Systems (DFS) by Peter Dunai, Neil Detering and Hung Do. Two years later the equity information software product ‘Iress’ is launched. In January 1997 Bridge Information Systems acquired 80% of Dunai Financial Systems (DFS) and formed BridgeDFS.

In June 1997 the trading software product ‘Iress Order System (IOS)’ is launched, in line with the ASX options market moving from floor to screen to commence electronic trading.[5] In November 2000, BridgeDFS lists on the Australian Stock Exchange as BIS.ASX. and in October 2001, BridgeDFS changes its name to Iress Market Technology Limited (Iress).

Over the next decade, Iress would expanded from a predominantly Australian operation, into a global technology business through a string of acquisitions. The company continued to evolve and expand to serve multiple client segments internationally. It faced a range of competitors, and its software services incorporated global technology trends and financial services regulatory influences.[6]

### Key acquisitions

* 2000: Listed on ASX
* 2003: Acquired Xplan (AU)
* 2004: Established Canadian JV (CA)
* 2006: Bought out Canadian JV (CA), Acquired Plantech (AU)
* 2007: Acquired Visiplan (AU), Acquired Spotlight (RSA)
* 2008: Acquired TransActive Systems (AU), Acquired DMS (AU)
* 2009: Acquired Fund Data (AU)
* 2010: Commenced operations in Asia, Acquired Sentryi (Asia)
* 2011: Commenced operations in the UK, Acquired Peresys (RSA)
* 2013: Acquired Avelo (UK)
* 2015: Acquired Innergi (AU), Acquired Proquote (UK), Acquired Pulse [10]
* 2016: Acquired Financial Synergy (AU) [12], Inet BFA (SA)
* 2018: Acquired Pathway (AU)
* 2019: Acquired QuantHouse (FR)

## Software

### Financial Advice

* Xplan -Advice software platform
* Xplan Prime (AU / UK) \- Scaled advice software
* Xplan Risk Researcher (AU/NZ/ZA) \- Insurance research & comparison software
* Xplan WealthSolver (AU) / Retire & Invest (UK) \- Investment product comparison software
* Xplan Portfolio \- Portfolio management software
* Xplan Financial Knowledge Centre (AU) \- Online financial content resource
* Xplan Model Office (AU) \- Pre-configured advice software
* Client Portal \- Online client engagement software
* CommPay \- Revenue & remuneration management software
* Lumen (AU) \- Data analytics software
* Private Wealth \- Advice, portfolio management & trading software
* The Exchange \- Protection sourcing & application software

### Trading and Market Data

* Iress Order System \- Trade order management software
* Pro \- Market data & trading software
* Market Data \- News, data & information service
* ViewPoint \- Online trading & market data software
* SmartHub \- Global open trade messaging network
* iLoan (ZA) \- Securities lending software

### Investment Management

* Execution Management System \- Multi-asset, multi-market, global trading software
* Portfolio System \- Portfolio management software
* Pulse Symphony (UK) \- Front, middle and back office investment management software

### Mortgages

* Xplan Mortgage (UK) \- Mortgage & protection sourcing & advice software
* Mortgage Sales & Origination (AU/UK) \- Mortgage processing software
* Trigold (UK) \- Mortgage sourcing software
* Lender Connect (UK) \- Mortgage data flow software

### Life & pensions

* The Exchange (UK) - Quote comparison & application software

### Superannuation

* Acurity Registry (AU) \- Registry software for super funds
* Acurity Online (AU) \- Online portal for members & employers

## Global Locations

#### Australia

* Melbourne: Level 16, 385 Bourke Street, Melbourne, Victoria 3000
* Sydney: Level 1, 10 Shelley Street, Sydney, New South Wales 2000
* Brisbane: Level 2, 307 Queen Street, Brisbane, Queensland 4000
* Perth: Level 21, 44 St Georges Terrace, Perth, Western Australia 6000
* Adelaide: Suite 6, Level 5, 121 King William Street, Adelaide, South Australia 5000

#### United Kingdom

* London: Level 7, 45 King William Street EC4R 9AN
* Cheltenham: Jessop House, Jessop Avenue, Cheltenham, GL50 3SH
* Warwick: 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, CV34 6DY
* Leatherhead: Leatherhead House, Station Road, Leatherhead, KT22 7FG

#### South Africa

* Johannesburg: Building Three, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Sandton
* Cape Town: 5th Floor, Montclare Road, 35 Main Road, Claremont, Cape Town
* Durban: No. 3 The Terrace, Westway Office Park, Spine Road, Westville, Durban

#### Canada

* Toronto: Bay Adelaide Centre, 333 Bay Street, Suite 720, PO Box 45, Toronto M5H 2R2

#### New Zealand

* Auckland: Level 11, 57 Fort Street, Auckland

#### Singapore

* Singapore: 3 Church Street, 28-06 Samsung Hub, Singapore 049483

## Corporate affairs

### Corporate Social Responsibility

#### Iress Foundation

Established in 2017, the Iress Foundation initiatives are driven and run by Iress people from around the world. The initiatives involve creating events and fundraising programs to support people in the local community.

Some of the Foundation's support partners include:

* Iress Foundation Australia: Whitelion - providing support for at-risk young people (www.whitelion.asn.au), Two Good - supporting domestic violence survivors and soup kitchens through the power of good food (https://www.twogood.com.au/) and RURAL AID - Providing hands-on and holistic support to rural Australia. (www.ruralaid.org.au).
* Iress Foundation United Kingdom: Cobalt Health supports patients with cancer, dementia and other conditions and is focused on helping everyone get access to the best medical imaging for their diagnosis (www.cobalthealth.co.uk). The Grange Centre provides vital services supporting people with learning disabilities to lead independent and fulfilling lives (www.grangecentre.org.uk). Crisis is the UK national charity for homeless people, working directly with thousands of homeless people every year to provide vital help so that people can rebuild their lives and are supported out of homelessness for good (www.crisis.org.uk). The Helping Hands Community Project gives people the support and opportunities they require to feel better about themselves, be more active in the community and get back into work (www.helpinghandscharity.org.uk).
* Iress Foundation South Africa: Building an eco-system of coding skills and digital entrepreneurs in secondary schools to help build a new South African economy. (www.codeforchange.co.za). Adopting the Healing Word Creche (Johannesburg) through Seeds of Africa, a community upliftment intervention (www.seedsofafrica.co.za). Contribute to training and resources for early childhood development (Durban) (www.tree-ecd.co.za).
* Iress Foundation Canada: Supporting children and youth living with disability, medical complexity, illness and injury. (www.hollandbloorview.ca).

### Environmental practices and initiatives

Since 2015, Iress has reported its energy use, air travel for all offices (and associated emissions for a number of offices), in addition to paper use as part of its risk reporting as recommended by the ASX Corporate Governance Principles and Recommendations (3rd ed.). In 2020, Iress will begin to report on e-waste generated at all its global locations.

Iress’ general goal is a net reduction of energy, emissions, air travel and paper use year on year, on a per capita basis, for all locations.

## Management team

### Board of Directors [7]

Tony D’Aloisio\- Chairman

Niki Beattie \- Non-Executive Director

John Cameron \- Non-Executive Director

Julie Fahey \- Non-Executive Director

John Hayes \- Non-Executive Director & Chair of the Audit and Risk Committee

Jenny Seabrook \- Non-Executive Director and Chair of the People and Performance Committee

Geoff Tomlinson \- Non-Executive Director

Andrew Walsh \- Executive Director and Chief Executive Officer

### Executive Team[8]

Andrew Walsh \- Chief Executive Officer

Aaron Knowles \- Group Executive (Product)

Andrew Todd \- Chief Technology Officer

Coran Lill \- Group Executive (Communications and Marketing)

Jason Hoang \- Managing Director (Asia)

John Harris \- Chief Financial Officer

Julia McNeill \- Group Executive (People)

Kirsty Gross \- Managing Director (Financial Markets, Australia and New Zealand)

Peter Ferguson \- Group General Counsel and Company Secretary

Phil Quin-Conroy \- Managing Director (UK)

Ray Pretorius \- Managing Director (South Africa)

Simon New \- Group Executive (Strategy)

Tizzy Vigilante \- Managing Director (Wealth Management - Australia and New Zealand)

## References

1. ↑ "IRESS reports 2018 financial results". https://www.iress.com/media/documents/GLB_ASX_Media_Release_-_IRESS_2018_Full_Year_Results_210219.pdf.
2. ↑ "About us - Iress". https://www.iress.com/about/about-us/.
3. ↑ "About us | Iress". https://www.iress.com/about/about-us/.
4. ↑ ASX 200 Index: Website
5. ↑ "Guide to Equity Options for Investment Managers" (PDF). http://www.asx.com.au/documents/resources/fund_managers_handbook.pdf.
6. ↑ Iress ESG Report - 2018
7. ↑ "Board of directors". https://www.iress.com/trust/corporate-governance/board-directors/.
8. ↑ "About us" (in en). https://www.iress.com/about/about-us/.

## External links

* Official site
* Official blog

* v
* t
* e

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