IRESS

IRESS (UK) Limited specializes in developing software solutions tailored for the financial services sector. It is a leading provider of share market and wealth management systems across several regions, including Australia, Asia, New Zealand, Canada, South Africa, and the United Kingdom. The company caters to a diverse clientele, ranging from small retail operations to large institutional firms. While its core business, primarily based in Australia, is the main driver of earnings and free cash flow, IRESS has previously expanded into noncore markets through acquisitions. This expansion led to a decline in returns and margins. Recently, the company has shifted its strategy to focus on growth in its core APAC business while divesting and monetizing noncore operations, positioning itself for improved performance in its primary markets.

Hung Do

Co-Founder

Peter Dunai

Co-Founder

John Harris

CFO

Marcus Price

Non-Executive Director

11 past transactions

O&M Systems

Acquisition in 2020
O&M Systems provide ground breaking software and services for the UK Financial Services Industry.O&M provided bureau services to advisers for charging structure comparisons and transfer analysis. After strong demand, the knowledge gained was developed into user-friendly software to allow advisers to conduct analysis and comparisons for themselves.

BC Gateways

Acquisition in 2020
BC Gateways is a blockchain communication platform provider. BC Gateways builds Global Communities of Trust that extend across boundaries.

QuantHouse

Acquisition in 2019
QuantHouse is the global independent provider of high performance API-based market data, AI and Algo trading solutions.Since May 2019, QuantHouse is part of Iress (IRE.ASX), a technology company that provides software to the financial services industry. QuantHouse has offices in Chicago, New York, London, Paris, Tunis and Singapore.

Lucsan

Venture Round in 2017
Lucsan is an innovative RegTech and data products company, working with customers to manage enterprise risks.

Financial Synergy

Acquisition in 2016
Financial Synergy delivers a fully integrated registry and online solution helping our clients drive efficiency and deliver superior service.

INET BFA

Acquisition in 2016
The merge of two of South Africa's financial data powerhouses, McGregor BFA and I-Net Bridge, INET BFA is South Africa's leading provider of financial data feeds and analysis tools. We cover JSE and global share prices as well as company information including annual reports, financial statements and more. Our database and track record stretch back over 40 years. We continue to innovate to bring our clients quick, easy, flexible access to the widest range of reliable data feeds, and to tools that turbo-charge their analysis.

Pulse Software

Acquisition in 2015
Pulse Software is a software development company that offers Pulse, a real-time feedback platform, which employees will actually use.

Iress

Acquisition in 2013
Iress develops software solutions tailored for the financial services market, primarily focusing on share market and wealth management systems. The company operates across multiple regions, including Australia, Asia, New Zealand, Canada, South Africa, and the United Kingdom, serving a diverse range of clients from small retail firms to large institutional businesses. While its core operations in Australia generate the majority of earnings and free cash flows, Iress has previously expanded into noncore markets through acquisitions, which impacted its returns and margins. Recently, the company has shifted its strategy to prioritize growth in its core Asia-Pacific business, alongside efforts to divest or monetize noncore operations. This renewed focus on its primary business is expected to enhance Iress's overall performance and stability.

TrigoldCrystal Ltd.

Acquisition in 2012
TrigoldCrystal Ltd. provides mortgage sourcing, trading, point of sale, reporting and compliance systems. TrigoldCrystal products include Prospector, an end to end mortgage sourcing software; Momentum, a client management, point of sale, and compliance system.

Screen Business Ltd.

Acquisition in 2011
Screen Business develops internet applications, websites, and designs interactive web tools for IFAs and product providers.

N4 Solutions Ltd.

Acquisition in 2010
N4 Solutions Ltd. operates as a mortgage sector and financial services software provider. N4 Solutions offers a software solution that supports the distribution of various financial services products, including mortgages, insurance, personal loans, credit cards, savings and investments, retail banking, and wealth management/financial planning
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