IRESS Wealth Management and Trading REST API
IRESS wealth management and trading REST API for financial advisors, broker-dealers, and wealth management firms to manage financial planning, portfolio management, order execution, superannuation/pension administration, and regulatory compliance — primarily serving the Australian, UK, and South African financial services markets — enabling automated wealth management operations, client portfolio administration, order processing, and compliance reporting through IRESS's integrated financial services platform. Enables AI agents to manage client management for client account and relationship management automation, handle financial planning for Xplan financial plan creation and projection automation, access portfolio management for investment portfolio and position management automation, retrieve order management for securities order entry and execution automation, manage superannuation for super fund member and benefit administration automation, handle compliance management for ASIC, FCA, and regulatory compliance automation, access reporting for portfolio performance and regulatory reporting automation, retrieve market data for real-time and historical securities data automation, manage document management for client document and SOA generation automation, and integrate IRESS with custodians, registries, and fund managers for wealth management automation.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Wealth management. SOC2, ASIC, FCA, APRA. OAuth2. AU/UK/ZA. Client portfolio and financial plan data.
⚡ Reliability
Best When
An Australian financial advisor, wealth management firm, broker-dealer, or superannuation fund wanting AI agents to automate financial planning, portfolio management, order processing, and regulatory compliance through IRESS's integrated wealth management platform.
Avoid When
IRESS CLIENT AGREEMENT REQUIRED: IRESS is software vendor requiring license agreement; automated open-developer assumption creates license_required; automated must have IRESS software license. XPLAN IS IRESS'S FLAGSHIP: Much of IRESS's wealth management functionality is in Xplan (financial planning software); automated simple-API assumption creates feature_gap for advisor workflows deeply integrated into Xplan's financial planning engine; automated must understand Xplan architecture. MARKET DIFFERS BY REGION: IRESS APIs and product features vary by market (APAC, UK, South Africa); automated global-uniform assumption creates feature_not_available for market-specific features like Australian superannuation; automated must target market-specific API endpoints. SUPERANNUATION COMPLIANCE IS COMPLEX: Australian super fund operations have SIS Act and APRA regulations; automated generic-financial assumption creates compliance_risk for superannuation operations without SIS Act compliance; automated must apply Australian superannuation regulatory rules.
Use Cases
- • Automating financial plan creation and client portfolio management for wealth advisor agents
- • Managing superannuation/pension fund member records for Australian super fund automation agents
- • Processing securities orders and managing execution for Australian and UK broker-dealer agents
- • Generating regulatory compliance reports for ASIC and FCA requirements for compliance automation agents
Not For
- • US wealth management firms (IRESS primarily serves Australia, UK, and South Africa; US advisors use different platforms)
- • Institutional investment management at large scale (IRESS is advisor/retail wealth focused, not institutional asset management)
- • Cryptocurrency and alternative asset management (IRESS is traditional securities and wealth, not crypto)
Interface
Authentication
IRESS uses OAuth2 for Wealth Management REST API. REST API with JSON. Melbourne, Australia HQ. Founded 1993. ASX:IRE ($1.7B market cap 2024). Products: IRESS Xplan (financial planning), IRESS Trading (execution), IRESS Market Data, IRESS Order Management, IRESS Super Administration. 10,000+ clients in 10 countries. Markets: Australia, UK, South Africa, Canada, Singapore. Competes with Envestnet, Salesforce Financial Services Cloud, and Temenos for wealth management technology.
Pricing
Melbourne AU. ASX:IRE. $1.7B market cap. 10,000+ clients. Australia/UK/SA wealth management leader.
Agent Metadata
Known Gotchas
- ⚠ ENTITY IDs ARE XPLAN-SPECIFIC: IRESS Xplan entity IDs (client IDs, plan IDs) are system-generated and not portable across IRESS instances; automated portable-id assumption creates entity_not_found for IDs from different Xplan tenants; automated must use entity IDs from the specific Xplan instance
- ⚠ FINANCIAL PLANNING DATA IS SCENARIO-BASED: Xplan financial plans contain multiple scenarios; automated single-plan assumption creates incomplete_analysis for plans with multiple alternative scenarios; automated must enumerate and handle multiple plan scenarios
- ⚠ MARKET-SPECIFIC MODULES DIFFER: Superannuation module is Australia-only; ISA is UK-only; automated global-module assumption creates feature_not_available for market-specific financial products; automated must verify module availability for the target market
- ⚠ REAL-TIME MARKET DATA REQUIRES SUBSCRIPTION: IRESS Market Data requires separate subscription; automated bundled-data assumption creates no_price_data for implementations expecting real-time pricing without Market Data subscription; automated must subscribe Market Data separately
- ⚠ SOA GENERATION IS COMPLIANCE-CRITICAL: Statement of Advice (SOA) documents have ASIC best interest duty requirements; automated template-generation assumption creates compliance_risk for SOAs not meeting ASIC requirements; automated must use compliant SOA templates
Alternatives
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Scores are editorial opinions as of 2026-03-07.