Introducing Joydip Das
Fresh from Silicon Valley, Joydip joined us in September 2020 as Chief Product Officer.
We want to introduce you to Joydip so you can find out a little bit more about his vision for Iress.
You're invited
Business unusual: harnessing the promise of the future
Join us on 21 April 2021 for Business Unusual with futurist, Dr Pieter Geldenhuys for an invaluable view into the changing world of business in a hyper-connected world.
Featured articles
Digital transformation in investment management: Adapt or adopt?
Digital transformation - two words that, depending on your nature, may terrify or delight you. Yes, it's a significant undertaking, but it may actually prove to be the most cost effective and expedient approach.
Where next? A roadmap for digital success
Whether it’s delivering films, food or financial advice, technology gives us a simpler, more convenient way to access what we need. And the better the experience gets, the more we want to use it.
Iress Community articles
How to use the Iress Community
The Iress Community provides a single place for users to find information about their software. Here are some tips and tricks to find what you’re looking for.
New Portfolio Screens: Bulk Orders
Want to execute multi-broker trading? Now you can with our new bulk order portfolio screen. Visit our help guide which goes through the ins and outs about placing bulk orders based on specified criteria.
Have you used our Bulk Rebalance feature yet?
Last year we rolled out our new Bulk Rebalance feature that allows you to quickly rebalance multiple clients investments back in line with their intended investment target, view rebalance results and generate proposals, all in just a couple of clicks.
Bulk rebalance detailed feature guide
Learn how to perform a Bulk Rebalance on multiple clients in more detail with our helpful key features guide.
