List of Iress Xplan Customers
Melbourne, 3000, VIC,
Australia
Since 2010, our global team of researchers has been studying Iress Xplan 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 Xplan for Portfolio and Investment Performance and Planning 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 Xplan for Portfolio and Investment Performance and Planning include: ANZ Bank, a Australia based Banking and Financial Services organisation with 43094 employees and revenues of $13.40 billion, AngloGold Ashanti Australia, a Australia based Oil, Gas and Chemicals organisation with 1777 employees and revenues of $600.0 million, Evelyn Partners, a United Kingdom based Banking and Financial Services organisation with 4097 employees and revenues of $592.0 million, CGS International, a Malaysia based Banking and Financial Services organisation with 2000 employees and revenues of $550.0 million, Bank of China Australia, a Australia based Banking and Financial Services organisation with 564 employees and revenues of $130.0 million and many others.
Contact us if you need a completed and verified list of companies using Iress Xplan, 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 Xplan 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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AngloGold Ashanti Australia | Oil, Gas and Chemicals | 1777 | $600M | Australia | Iress | Iress Xplan | Portfolio and Investment Performance and Planning | 2024 | n/a |
In 2024, AngloGold Ashanti Australia deployed Iress Xplan as a web-accessible solution on their corporate website. Iress Xplan is being used to deliver Portfolio and Investment Performance and Planning capabilities to support the company's finance and investment functions. The deployment emphasizes portfolio reporting, performance measurement, and planning workflows consistent with the Portfolio and Investment Performance and Planning category, and it provides centralized browser-based access for authorized finance and investment users.
Configuration focuses on portfolio management, performance attribution reporting, scenario-based financial planning, client reporting templates, and role-based access controls, reflecting standard functional modules for Portfolio and Investment Performance and Planning applications. The rollout aligns with internal reporting workflows and governance, with scheduled reporting and access control embedded into existing operational cadences for finance and investment stakeholders. The implementation is surfaced through AngloGold Ashanti Australia's corporate website and is designed to centralize portfolio reporting and planning access for authorized users.
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ANZ Bank | Banking and Financial Services | 43094 | $13.4B | Australia | Iress | Iress Xplan | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020 ANZ Bank deployed Iress Xplan within its Portfolio and Investment Performance and Planning stack to support Wealth and Financial advisory operations in Melbourne City Centre VIC, with active activity recorded from May 2020 to December 2020. The deployment focused on client services and advisor-facing workflows for SMSF and investment account servicing, positioning Iress Xplan as the central system for financial planning records and execution orchestration.
Iress Xplan was used to capture and manage client records, support statement of advice preparation workflows, and document superannuation account setup completed over the phone. Functional capabilities implemented included SMSF administration support, SOA configuration and tracking, account setup processing, and transaction recordkeeping, with Xplan used alongside Coin for reconciliation and financial record accuracy.
Operational connections included co-usage of Coin for ledger and record reconciliation, and execution activity routed to various investment portals and platforms for property and stock investments. Advisors and client services staff coordinated externally with ASIC, the ATO, and superfund companies as part of the advisory and SOA completion process, embedding these external engagements into advisor workflows rather than as technical integrations.
Governance and process changes centered on formalizing advisor assist procedures, phone-based superannuation rollouts, and execution handoffs between client services and financial advisors. The implementation positioned ANZ Bank Iress Xplan Portfolio and Investment Performance and Planning to support end to end financial planning administration, advisor consultation, and transaction execution within the banks wealth and financial advice function.
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Bank of China Australia | Banking and Financial Services | 564 | $130M | Australia | Iress | Iress Xplan | Portfolio and Investment Performance and Planning | 2016 | n/a |
In 2016, Bank of China Australia implemented Iress Xplan within its Portfolio and Investment Performance and Planning footprint to support client file management and internal credit assessment workflows. The presence of Iress Xplan was noted during an internship in the Credit Administration and Legal & Compliance Department where staff were familiarized with Xplan software while assisting with coordination of internal credit assessment for bank loan applications.
Iress Xplan was applied to maintain client electronic files, prepare appointment documentation, and capture advisory and investment planning records consistent with Portfolio and Investment Performance and Planning functionality. Functional usage aligned with client onboarding documentation, centralized record keeping for credit administration, and routine support for anti money laundering review tasks performed by the AML team.
Operational scope was concentrated in the Credit Administration, AML, and Legal & Compliance departments in Sydney, with day to day activities including updating client files, recording and distributing incoming and outgoing departmental mail, and streamlining appointment paperwork into the Iress Xplan record set. Governance and process adjustments focused on embedding Xplan into administrative workflows for credit assessment coordination and compliance documentation, while staff were trained through hands on exposure to the Iress Xplan environment.
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Banking and Financial Services | 2000 | $550M | Malaysia | Iress | Iress Xplan | Portfolio and Investment Performance and Planning | 2024 | n/a |
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Banking and Financial Services | 200 | $50M | Singapore | Iress | Iress Xplan | Portfolio and Investment Performance and Planning | 2024 | n/a |
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Professional Services | 15 | $2M | Australia | Iress | Iress Xplan | Portfolio and Investment Performance and Planning | 2024 | n/a |
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Banking and Financial Services | 200 | $35M | Australia | Iress | Iress Xplan | Portfolio and Investment Performance and Planning | 2009 | n/a |
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Banking and Financial Services | 170 | $40M | Australia | Iress | Iress Xplan | Portfolio and Investment Performance and Planning | 2024 | n/a |
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Banking and Financial Services | 4097 | $592M | United Kingdom | Iress | Iress Xplan | Portfolio and Investment Performance and Planning | 2019 | n/a |
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Banking and Financial Services | 10 | $2M | Australia | Iress | Iress Xplan | Portfolio and Investment Performance and Planning | 2024 | n/a |
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Buyer Intent: Companies Evaluating Iress Xplan
- Model Office United Kingdom, a United Kingdom based Professional Services organization with 10 Employees
- Origen Financial Services Ltd, a United Kingdom based Banking and Financial Services company with 191 Employees
- Panterra, a United Kingdom based Professional Services organization with 35 Employees
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