Iress

Iress is a technology company providing software to the financial services industry, used by more than 10,000 businesses and 500,000 users. Its products span financial advice (Xplan and Xplan Integrations), trading and market data (Iress Pro, Viewpoint, FIX, order and institutional trading systems, real-time market data from 100+ markets), investment management, and UK mortgage and protection sourcing (The Exchange, Xplan Mortgage, Trigold), whose Sourcing APIs let platforms integrate Iress sourcing data. Iress sold its QuantHouse business (QuantFeed market data API) to BAHA Tech Holding AG, and the former QuantFeed page on iress.com now returns 404.

Iress is listed with 3 APIs on the APIs.io network. Tagged areas include Financial Data, Market Data, Trading, Wealth Management, and Financial Advice.

Iress’ developer surface includes authentication, documentation, engineering blog, support, legal docs, and 28 more developer resources.

🌐 Visit website 📡 Profile data on GitHub

32.7/100 thin ▲ 6.6 Agent 21/100 agent aware Front door AI 1/6 silent Heartbeat 91/100 alive Full breakdown ↓
scored 2026-11-13 · rubric v0.28.0 · Show this score on your site →

AccessEnterprise

3 APIs

Financial Data Market Data Trading Wealth Management Financial Advice Mortgage Insurance Fintech

Kin Score

Kin Score How this is scored →
scored 2026-11-13 · rubric v0.28.0

Composite quality — 32.7/100 · thin

Contract Quality 5.1 / 21

Developer Ergonomics 6.1 / 17

Access Clarity 7.6 / 17

Operational Transparency 0.5 / 11

Contract Governance 1.9 / 10

Discoverability 6.1 / 9

Regulatory Posture 3.2 / 15

Agent readiness — 21/100 · agent aware

Machine-Readable Contract 18 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

MCP Server 0 / 12

Machine-Readable Auth 10 / 10

Idempotency 0 / 9

Stable Error Semantics 8 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 7 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Pagination 5 / 5

Distinct Operations 3 / 3

MCP Tool Quality 6 / 6

Regulatory Posture applies to this provider. Its tags matched the Insurance regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

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Agent readiness — checks not met, largest first (exact, from this profile):

MCP Server +12 pts — deployment.mode + probe verdict on the mcp/ manifest, not the pointer; an unprobed slug falls back to authorship Ask about this →
Agentic Access Contract +10 pts — agentic_access artifact present (x-agentic-access), graded by author Ask about this →
Idempotency +9 pts — OpenAPI mutating operations declare an idempotency key — a header, a request-body property, or a named de-duplication token whose own description says so (verified); else common[].type matches /idempoten/i (documented) Ask about this →
A2A Agent Card +8 pts — a2a/-a2a.yml manifest, graded on conformance.grade against A2A 1.0.0 Ask about this →
Request/Response Examples +7 pts — share of operations carrying request/response examples; else an Examples / Code Samples link Ask about this →
Registration Without a Human +6 pts — a `registration_endpoint` in the served RFC 8414 / OIDC discovery document Ask about this →

9 more unmet checks in the Agent Readiness table above.

Kin Score — facets with the most composite points still available (weight × headroom):

Contract Quality scores 24.0 — up to +19.0 composite points Ask about this →
Developer Ergonomics scores 35.7 — up to +12.9 composite points Ask about this →
Operational Transparency scores 4.8 — up to +12.4 composite points Ask about this →

Each check links to what satisfies it. Publish the artifact, or tell us where it already lives, and the score moves on the next scoring run.

Not sure how this applies to your stack? Ask about any one item. Kin Lane reads every question, looks at your profile and your situation, and replies with what a fix would take — scoped to that one area, priced up front, yours whether you ship it or not. Ask a question →

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. This rating is computed from the provider profile at artifacts.apis.io/iress/apis.yml: open an issue on github.com/api-evangelist/iress to ask a question or point us at an artifact you publish. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

Markets this provider is in provisional

The Kin Score Market layer reads a provider inside its market: its position, and how deep its integrations go. Depth is only comparable within a position. Provisional and unweighted: not part of the Kin Score or agent readiness.

Market	Position	Depth	Registered MCP server	Declares compatibility
Agent Skills (SKILL.md packages)	list	16.4	-	1
Private Markets and Fund Administration (ILPA, broker-dealer registration, options market-data vendors)	list	16.4	-	1
Consumer Lending Licensing (UK, US, Canada credit licence registers)	list	16.4	-	1

Registered MCP server and declares compatibility are report only — not weighted. Undeclared means we found nothing we can read, so there is no number: we never infer integrations.

APIs 3

Individual APIs this provider publishes, each with its own machine-readable definition.

Iress Sourcing APIs

Iress Sourcing APIs bring the UK mortgage and protection sourcing data behind The Exchange, Xplan Mortgage and Trigold directly into a CRM, platform or website. Access is arrang...

Xplan Integrations

Xplan Integrations connect Iress Xplan financial advice software to third-party applications, either through standard integrations that use an app key with the client's permissi...

Iress Web Services V4

Iress Web Services V4 is a SOAP XML document/literal web service used to access IRESS market data and Web Admin, IOS+ (Iress Order Management System), IPS (Iress Portfolio Syste...

Iress API pricing

Pricing Plans 1

Published pricing tiers and plan structures.

Iress Plans Pricing

0 plans

PLANS

Rate Limits 1

Documented rate limits and quota policies.

Iress Rate Limits

0 limits

RATE LIMITS

Terms of Service 1

What its API terms permit and prohibit, quoted from its own page.

Iress

8 quoted statements, read from Iress's own page on 2026-11-09.

TERMS

Privacy & Data 1

Its role, the data it processes, retention and transfers, quoted from its own privacy page.

Iress

16 quoted statements, read from Iress's own page on 2026-11-09.

PRIVACY

Data License 1

How its data and outputs may be reused, quoted from its own terms.

Iress

1 quoted statement, read from Iress's own page on 2026-11-09.

LICENSE

FinOps 1

Cost, billing, and metering signals for API financial operations.

Iress Finops

FINOPS

Security Posture 2

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Iress Authentication

4 schemes

SECURITY

Iress Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Resources

Get Started 1

Portal, sign-up, and the first successful call

Login

Documentation 1

Reference material describing how the API behaves

Documentation

Documentation

Agent Surfaces 1

MCP servers, agent skills, and machine-readable catalogs

LLMsTxt

LLMsTxt

Design & Contract 5

Pagination, idempotency, versioning, errors, and events

Components

Conventions

Lifecycle

ErrorCatalog

Conformance

Build 4

SDKs, sample code, and the tooling you integrate with

IntegrationEdges

IntegrationEdges

SDKs

SDKs

Packages

Packages

GitHubOrganization

GitHubOrganization

Access & Security 3

Authentication, authorization, and security posture

Authentication

Authentication

DomainSecurity

DomainSecurity

TrustCenter

TrustCenter

Operate 4

Status, limits, changes, and where to get help

Support

HelpCenter

Forum

Contact

Commercial 7

Pricing, plans, and the legal terms of use

Plans

FinOps

PrivacyPolicy

TermsOfService

Legal

UsageTerms

DataLicense

Scroll for all 7

Company 4

The organization behind the API

Newsroom

Newsroom

Blog

Blog

LinkedIn

Website

Website

Other 3

Properties that don't map to a standard resource type

Hosts

Hosts

Vendors

Vendors

DataProcessing

DataProcessing

Source (apis.yml)

aid: iress
name: Iress
description: Iress is a technology company providing software to the financial services industry, used by more than 10,000
  businesses and 500,000 users. Its products span financial advice (Xplan and Xplan Integrations), trading and market data
  (Iress Pro, Viewpoint, FIX, order and institutional trading systems, real-time market data from 100+ markets), investment
  management, and UK mortgage and protection sourcing (The Exchange, Xplan Mortgage, Trigold), whose Sourcing APIs let platforms
  integrate Iress sourcing data. Iress sold its QuantHouse business (QuantFeed market data API) to BAHA Tech Holding AG, and
  the former QuantFeed page on iress.com now returns 404.
type: Index
deliveryModel:
  model: unknown
  open_source: false
  commercial: false
  callable_host: false
  label: Delivery model not determined — needs a product licence on record
  confidence: low
  source:
  - none
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: enterprise
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Enterprise
  confidence: medium
  probe_state: covered
  source:
  - finops
  - authentication
  - security
  generated: '2026-11-13'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/iress.png
tags:
- Financial Data
- Market Data
- Trading
- Wealth Management
- Financial Advice
- Mortgage
- Insurance
- Fintech
tags_raw:
- Financial Data
- Market Data
- Trading
- Wealth Management
- Financial Advice
- Mortgages
- Insurance
- FinTech
created: '2025-02-12'
modified: '2026-10-21'
url: https://raw.githubusercontent.com/api-evangelist/iress/refs/heads/main/apis.yml
specificationVersion: '0.23'
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
common:
- type: Components
  url: components/iress-components.yml
- type: Conventions
  url: conventions/iress-conventions.yml
- type: Authentication
  url: authentication/iress-authentication.yml
- type: Lifecycle
  url: lifecycle/iress-lifecycle.yml
- type: ErrorCatalog
  url: errors/iress-problem-types.yml
- type: Conformance
  url: conformance/iress-conformance.yml
- type: LLMsTxt
  url: llms/iress-llms.txt
- type: Hosts
  url: hosts/iress-hosts.yml
- type: IntegrationEdges
  url: integrations/iress-integration-edges.yml
- type: Vendors
  url: vendors/iress-vendors.yml
- type: SDKs
  url: packages/iress-packages.yml
- type: Packages
  url: packages/iress-packages.yml
- type: Newsroom
  url: https://www.iress.com/media/documents/Complaints_Policy_v1.1_June_2026.pdf
- type: Documentation
  url: https://help.iress.com/
- type: Plans
  url: plans/iress-plans-pricing.yml
- type: FinOps
  url: finops/iress-finops.yml
- url: https://www.iress.com/blog/
  type: Blog
- type: DomainSecurity
  url: security/iress-domain-security.yml
- type: GitHubOrganization
  url: https://github.com/iress
- type: LinkedIn
  url: https://www.linkedin.com/company/iress
- type: Website
  url: https://www.iress.com/
- type: Login
  url: https://www.iress.com/sign-in/
- type: PrivacyPolicy
  url: https://www.iress.com/resources/legal/privacy/
- type: TermsOfService
  url: https://www.iress.com/trust/website-terms/
- type: Support
  url: https://www.iress.com/support/software-support/
- type: HelpCenter
  url: https://help.iress.com/Default.htm
- type: Forum
  url: https://community.iress.com/
- type: TrustCenter
  url: https://www.iress.com/trust/
- type: Legal
  url: https://www.iress.com/resources/legal/
- type: Contact
  url: https://www.iress.com/contact/
- type: UsageTerms
  url: terms/iress-terms-of-service.yml
- type: DataProcessing
  url: privacy/iress-privacy-policy.yml
- type: DataLicense
  url: data-license/iress-data-license.yml
apis:
- aid: iress:iress-sourcing-apis
  name: Iress Sourcing APIs
  description: Iress Sourcing APIs bring the UK mortgage and protection sourcing data behind The Exchange, Xplan Mortgage
    and Trigold directly into a CRM, platform or website. Access is arranged with Iress; no public base URL is published.
  humanURL: https://www.iress.com/software/sourcing/apis-and-integrations/
  tags:
  - Mortgage
  - Insurance
  - Financial Data
  tags_raw:
  - Mortgages
  - Insurance
  - Financial Data
  properties:
  - type: Documentation
    url: https://www.iress.com/software/sourcing/apis-and-integrations/
- aid: iress:xplan-integrations
  name: Xplan Integrations
  description: Xplan Integrations connect Iress Xplan financial advice software to third-party applications, either through
    standard integrations that use an app key with the client's permission or through customised integrations.
  humanURL: https://www.iress.com/software/financial-advice/xplan-integrations/
  tags:
  - Financial Advice
  - Wealth Management
  - Integration
  tags_raw:
  - Financial Advice
  - Wealth Management
  - Integrations
  properties:
  - type: Documentation
    url: https://www.iress.com/software/financial-advice/xplan-integrations/
- aid: iress:iress-web-services-v4
  name: Iress Web Services V4
  description: Iress Web Services V4 is a SOAP XML document/literal web service used to access IRESS market data and Web Admin,
    IOS+ (Iress Order Management System), IPS (Iress Portfolio System) and FIX+ Administrator. The full WSDL and method reference
    are generated per user behind an IRESS login at webservices.iress.com.au; Iress publishes the IRESS and IOS+ WSDLs used
    by its C# sample in the iress/webservices-v4-docs GitHub repository.
  humanURL: https://github.com/iress/webservices-v4-docs
  baseURL: https://webservices.iress.com.au/v4/SOAP.aspx
  tags:
  - Market Data
  - Trading
  - SOAP
  properties:
  - type: WSDL
    url: wsdl/iress-webservices-v4-iress.wsdl
  - type: WSDL
    url: wsdl/iress-webservices-v4-iosplus.wsdl
  - type: WSDL
    name: WSDL (provider-hosted, IRESS)
    url: https://raw.githubusercontent.com/iress/webservices-v4-docs/main/samples/C%23/iosplus-download/WebServices/Iress.wsdl
  - type: WSDL
    name: WSDL (provider-hosted, IOS+)
    url: https://raw.githubusercontent.com/iress/webservices-v4-docs/main/samples/C%23/iosplus-download/WebServices/IosPlus.wsdl
  - type: Documentation
    url: https://webservices.iress.com.au/v4/
x-coverage:
  state: covered
  reason: identity-verified
  detail: Website and link pointers fetched 2026-10-21; QuantFeed page 404 (divested with QuantHouse to BAHA), API entries
    replaced with live Iress API pages. Divestiture per web search (financialnewswire.com.au, tipranks.com), not fetched.
  evidence:
  - url: https://www.iress.com/
    status: 200
  - url: https://www.iress.com/software/trading-and-market-data/api-data-trading-solutions/quantfeed/
    status: 404
  - url: https://www.iress.com/software/sourcing/apis-and-integrations/
    status: 200
  - url: https://www.iress.com/software/financial-advice/xplan-integrations/
    status: 200
  - url: https://www.linkedin.com/company/iress
    status: 999
x-enrichment:
  date: '2026-10-21'
  status: enriched
  artifacts_added: 16
  pass: modular-v1
  engine: identity=anthropic,contract=anthropic,surfaces=anthropic,docs=anthropic,regulatory=anthropic

Iress API — frequently asked questions

Does Iress have an API?

Yes. APIs.io lists 3 APIs from Iress, including Iress Sourcing APIs, Xplan Integrations and Iress Web Services V4.

How do I authenticate with the Iress API?

Iress uses bearer-token authentication (4 schemes). The details are profiled on APIs.io as Iress Authentication.

Is the Iress API ready for AI agents?

Iress has a Kin Score of 32.7 out of 100 (thin) and an Agent Readiness score of 20.9 (agent-aware), scored by API Evangelist on 2026-11-13.

Work with this as data

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