Iress is a technology provider serving the financial services sector, offering a suite of tools designed to streamline adviser workflows, improve client engagement, and support regulatory compliance. Its Wealth Practice Management System (PMS), delivered through the Xplan platform, provides a centralised solution for managing client records, workflows, documentation, and communication.

The system is built to support firms of varying sizes, from small practices using out-of-the-box functionality to large institutions requiring deep configurability. It aims to reduce administrative burden, improve data accuracy, and enhance the overall client experience.