Iress

Iress is a prominent provider of software solutions tailored for the financial services sector, operating across Australia, Asia, New Zealand, Canada, South Africa, and the United Kingdom. The company serves a diverse range of clients, from small retail firms to large institutional enterprises. While its core operations in Australia contribute significantly to its earnings and cash flows, Iress has pursued expansion into noncore markets through acquisitions. This strategy has led to challenges with returns and margins, prompting a shift in focus back to its primary business in the Asia-Pacific region. Recently, Iress has prioritized growth in its core markets while seeking to divest or monetize its noncore operations, aiming to enhance overall performance and financial stability.

Hung Do

Co-Founder

Peter Dunai

Co-Founder

Cameron Williamson

Group CFO

12 past transactions

O&M Systems

Acquisition in 2020
O&M Systems is a provider of innovative software and services tailored for the UK Financial Services Industry. Based in Colchester, the company specializes in delivering integrated solutions for financial advisors, particularly in the pension and investment planning sectors. Initially focusing on bureau services for charging structure comparisons and transfer analysis, O&M Systems responded to strong market demand by transforming its expertise into user-friendly software. This development enables financial advisors to perform their own analysis and comparisons effectively, enhancing their service offerings and operational efficiency.

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

Acquisition in 2018
Lucsan is an innovative RegTech and data products company, working with customers to manage enterprise risks.

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
INET BFA Pty Ltd. is a prominent provider of financial data feeds and analytical tools, catering to investment managers, auditors, corporations, and government institutions in South Africa and globally. Formed through the merger of McGregor BFA and I-Net Bridge, the company delivers a range of services, including INET Station, a desktop application that offers access to equities, bonds, foreign exchange rates, and international indices. Other offerings include INET Fronteer, which provides real-time and delayed market data; NET Graph, an analytical tool for various financial assets; MoneyMate, a platform for fund performance analysis; and INET Expert, which identifies investment opportunities across Africa. Additionally, INET BFA supplies hosting solutions and data services for websites, databases, and newsrooms. Established in 2013 and headquartered in Johannesburg, the company has a legacy of over 40 years in financial data, continuously innovating to enhance client access to reliable data and analytical tools. As of November 2016, INET BFA operates as a subsidiary of IRESS Limited.

Pulse Software

Acquisition in 2015
Pulse Software is a software development company that specializes in process management solutions for various organizations and industries. The company offers a platform known as Pulse, which focuses on providing real-time feedback to enhance employee engagement and operational efficiency. By prioritizing user experience, Pulse aims to create a tool that encourages active participation from employees, facilitating better communication and streamlined processes within organizations.

Iress

Acquisition in 2013
Iress is a prominent provider of software solutions tailored for the financial services sector, operating across Australia, Asia, New Zealand, Canada, South Africa, and the United Kingdom. The company serves a diverse range of clients, from small retail firms to large institutional enterprises. While its core operations in Australia contribute significantly to its earnings and cash flows, Iress has pursued expansion into noncore markets through acquisitions. This strategy has led to challenges with returns and margins, prompting a shift in focus back to its primary business in the Asia-Pacific region. Recently, Iress has prioritized growth in its core markets while seeking to divest or monetize its noncore operations, aiming to enhance overall performance and financial 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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