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 25 more developer resources.

🌐 Visit website 📡 Profile data on GitHub

24.1/100 emerging ▲ 17.3 Agent 11/100 agent aware Front door AI 1/6 silent Full breakdown ↓
scored 2026-10-23 · rubric v0.25.0 · Show this score on your site →

AccessFreemium

3 APIs

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

Kin Score

Kin Score How this is scored →
scored 2026-10-23 · rubric v0.25.0

Composite quality — 24.1/100 · emerging

Contract Quality 0.0 / 21

Developer Ergonomics 4.5 / 17

Access Clarity 7.2 / 17

Operational Transparency 0.3 / 11

Contract Governance 1.9 / 10

Discoverability 5.5 / 9

Regulatory Posture 3.9 / 15

Agent readiness — 11/100 · agent aware

Machine-Readable Contract 0 / 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 4 / 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

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/.

Show this score on your site.

It updates itself when the score changes. Paste this where you link to your API docs:

<a href="https://apis.io/providers/iress/"><img src="https://apis.io/badge/iress/card.svg" alt="Iress on APIs.io — Kin Score by API Evangelist"></a>

Other styles, a README pill and a shields.io endpoint are on the badge page.

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 github.com/api-evangelist/iress: open an issue to ask a question, or submit a pull request to add artifacts. 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)	undeclared	-	-	1
Private Markets and Fund Administration (ILPA, broker-dealer registration, options market-data vendors)	undeclared	-	-	1
Consumer Lending Licensing (UK, US, Canada credit licence registers)	undeclared	-	-	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...

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

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 5

Pricing, plans, and the legal terms of use

Plans

FinOps

PrivacyPolicy

TermsOfService

Legal

Company 4

The organization behind the API

Newsroom

Newsroom

Blog

Blog

LinkedIn

Website

Website

Other 2

Properties that don't map to a standard resource type

Hosts

Hosts

Vendors

Vendors

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: freemium
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Freemium
  confidence: medium
  source:
  - plans
  generated: '2026-07-22'
  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/
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

Work with this as data

Every provider here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for providers

9 MCP tools reach this

find_providersBrowse and filter every provider in the catalog.
get_provider_artifactsEvery artifact this provider publishes, grouped by type.
get_provider_operationsEvery operation across all of their OpenAPIs — one call instead of parsing every spec.
get_provider_toolsEvery MCP tool they ship, with the operation each wraps.
get_provider_evidenceHow each part of their score was established. Free — the basis for a claim should not sit behind it.
get_provider_ratingPRO — composite, band, trend and facet scores.
apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
resolveTurn a domain, URL or GitHub org into the provider it belongs to.
find_cohortsEvery scored population of providers in the catalog.

All 92 tools →

Call it yourself

curl for this page

This provider

curl "https://apis.io/api/v1/providers/iress"

All providers

curl "https://apis.io/api/v1/providers?limit=25"

Every operation they expose

curl "https://apis.io/api/v1/providers/iress/operations?limit=25"

How their score was established

curl "https://apis.io/api/v1/providers/iress/evidence"

Discovery needs no key. Ratings and market analysis are Pro.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.