List of Iress Acurity Customers
Melbourne, 3000, VIC,
Australia
Since 2010, our global team of researchers has been studying Iress Acurity customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Iress Acurity for Trading Platform from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Iress Acurity for Trading Platform include: Mainstream Group Holdings Limited, a Australia based Professional Services organisation with 300 employees and revenues of $50.0 million, Crestone Wealth Management, a Australia based Banking and Financial Services organisation with 250 employees and revenues of $28.0 million and many others.
Contact us if you need a completed and verified list of companies using Iress Acurity , including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Iress Acurity customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Crestone Wealth Management | Banking and Financial Services | 250 | $28M | Australia | Iress | Iress Acurity | Trading Platform | 2018 | n/a |
In 2018, Crestone Wealth Management implemented Iress Acurity as its Trading Platform. The deployment focused on the Melbourne based investment advisory and trading operations that support High Net Worth Individuals and the quarterly portfolio review cycle.
Iress Acurity was configured to support trade capture, order management, settlement orchestration and portfolio change workflows used by Assistant Advisers and Investment Advisers. The implementation automated settlement obligations including funds and securities trades, margin call handling, cash transfers, and coordination of IPO and placement activity. Iress Acurity provided the trading, execution and post trade processing capabilities expected of a Trading Platform and was used to operationalize investment proposal drafting and financial model updates for client reviews.
Operational workflows integrated with Avaloq for portfolio updates and with Iress systems for trade processing, creating an orchestration layer between portfolio accounting and trading execution. The scope covered adviser front office drafting of proposals, back office implementation of portfolio changes, and timely management of settlement obligations across the adviser desk and operations team in Melbourne VIC. Governance emphasized role based execution and procedural controls to ensure trade capture, settlement processing and IPO coordination followed the firm established review and settlement procedures.
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Mainstream Group Holdings Limited | Professional Services | 300 | $50M | Australia | Iress | Iress Acurity | Trading Platform | 2016 | n/a |
In 2016, Mainstream Group Holdings Limited deployed Iress Acurity to support its fund administration operations. Mainstream Group Holdings Limited implemented Iress Acurity Trading Platform to consolidate member account management, daily fund activity processing, and regulatory reporting for its superannuation administration services in Australia.
Iress Acurity was configured to handle core administration workflows including processing daily fund activity and cheque payments, money in flows such as rollovers, super guarantee and personal contributions, and money out flows such as refunds, reclassifications and unallocated receipts. The implementation covered member lifecycle management, including new member account setup for super and pension accounts, transition to retirement accounts, investment switches, insurance updates and both lump sum and continued schedule insurance benefit payments. The platform supported routine operational tasks and member inquiries, allowing Senior Fund Administrator and administration staff to update member contacts, follow up lost or inactive members, and issue written correspondence to members, legal parties and employers.
Reporting and reconciliation capabilities were implemented within Iress Acurity, including financial reconciliation reports, unit price reconciliation reports, member analysis reports, administrative and audit reporting. The solution produced standard superannuation reporting for statutory channels, with reporting flows to the Australian Taxation Office ATO, BAS via SuperStream and APRA, and generated administrative reports for internal and client trustee review. These reporting and reconciliation modules were central to fund oversight and audit readiness.
Operational governance and process responsibilities were held by the Combined Super administration team, where staff progressed through roles to Senior Fund Administrator and provided cross-coverage during leave periods. The implementation included development of member forms, fund guides and Product Disclosure Statements as part of administrative governance and client communications. The Mainstream Combined Super administration team that used Iress Acurity was recognized with the 2018 AIST Best Digital Campaign award.
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Buyer Intent: Companies Evaluating Iress Acurity
- Pickles Auctions, a Australia based Professional Services organization with 1000 Employees
- TelstraSuper, a Australia based Banking and Financial Services company with 360 Employees
- Equity Trustees, a Australia based Banking and Financial Services organization with 390 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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