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Iress Pro from Iress

A trading and market data platform for financial markets professionals. Provides real-time data, news, analytics, and order execution capabilities across multiple asset classes with customizable workspaces and automated workflows.

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Product analysis by function

Capital Markets Platforms for Investment Banking

Systems that support issuance, trading, and management of capital market instruments such as stocks, bonds, and derivatives.
More Capital Markets Platforms More Investment Banking ...

Order and Trade Management
(12 Yes /12 Known /14 Possible features)

Risk Management & Compliance
(14 Yes /14 Known /14 Possible features)

Market Connectivity & Data Integration
(9 Yes /9 Known /14 Possible features)

Post-Trade Processing & Settlement
(0 Yes /0 Known /14 Possible features)

Analytics & Reporting
(2 Yes /2 Known /14 Possible features)

Scalability & Performance
(4 Yes /4 Known /14 Possible features)

Security & Access Control
(4 Yes /4 Known /14 Possible features)

User Experience & Interface
(4 Yes /4 Known /14 Possible features)

Integration & Extensibility
(2 Yes /2 Known /14 Possible features)

Client Onboarding & Lifecycle Management
(1 Yes /1 Known /14 Possible features)

Deployment & Operations
(1 Yes /1 Known /14 Possible features)

Algorithmic Trading Solutions for Trading Desk

Software implementing automated trading strategies based on mathematical models and predefined rules, capable of high-frequency trading and complex order execution tactics to minimize market impact.
More Algorithmic Trading Solutions More Trading Desk ...

Core Trading Algorithms
(13 Yes /13 Known /15 Possible features)

Order & Execution Management
(11 Yes /11 Known /14 Possible features)

Market Data Handling
(9 Yes /9 Known /12 Possible features)

Risk Management
(10 Yes /10 Known /12 Possible features)

User Interface & Workflow
(12 Yes /12 Known /12 Possible features)

Integration & Extensibility
(9 Yes /9 Known /9 Possible features)

Reporting & Compliance
(9 Yes /9 Known /10 Possible features)

Security
(5 Yes /5 Known /10 Possible features)

Performance & Scalability
(2 Yes /2 Known /10 Possible features)

Deployment & Maintenance
(9 Yes /9 Known /10 Possible features)

Vendor Support & Reliability
(9 Yes /9 Known /10 Possible features)

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Multi-Asset Support Ability to handle equities, fixed income, derivatives, FX, and other instruments.		Iress Pro provides order execution and analytics across multiple asset classes including equities, fixed income and derivatives as indicated on the product webpage and documentation.
Order Routing Configurable order routing to global markets and venues.		Order routing to multiple venues is a core component, as highlighted by references to execution across global markets.
High Throughput Number of orders processed per second.		No information available
Low Latency Execution Average time from order entry to execution.		No information available
Pre-Trade Risk Checks Real-time pre-trade compliance and risk checks.		Pre-trade risk checks are referenced in Iress compliance features and regulatory materials.
Algorithmic Trading Support for execution algorithms (VWAP, TWAP, POV, etc).		The platform advertises support for multiple execution algorithms including VWAP and TWAP.
Direct Market Access (DMA) Direct connectivity to market venues without intermediaries.		Direct connectivity to exchanges (DMA) is repeatedly mentioned on the Iress Pro website and materials.
Smart Order Routing Automation to optimize execution across multiple venues.		Smart order routing automation is advertised as part of Iress Pro's execution optimization tools.
Order Lifecycle Management Tracking and management of order status from initiation to settlement.		Product documentation confirms order lifecycle tracking from initiation to settlement.
Trade Enrichment Augmenting trades with additional reference data or client attributes.		Trade enrichment with additional reference data/client attributes is discussed in Iress Pro user materials.
FIX Protocol Support Seamless integration with counterparties and venues via the FIX protocol.		FIX protocol support is specifically listed as an integration/market connectivity standard.
Error Handling Robust mechanisms for error detection, reporting, and resolution.		Robust error handling is described in platform operational documentation.
Block Trading Handling of large block orders and negotiation workflows.		Block trading, including workflows for large order management, is available in Iress Pro.
Order Staging Staging area for compliance and operational checks before release.		Order staging and compliance checks are discussed in the product descriptions covering workflow automation and compliance.

Real-Time Risk Calculation Horizontal and vertical risk metrics updated live.		Real-time risk calculation metrics are part of the risk and analytics modules of Iress Pro.
Credit Limit Monitoring Automated monitoring and control over trading limits.		Credit limit monitoring and automatic trade blocking on breach is referenced in Iress documentation.
Market Abuse Detection Surveillance for insider trading, spoofing, and other abuses.		Market abuse surveillance (e.g., for spoofing, insider trading) is included as compliance/surveillance feature.
Regulatory Reporting Support for MiFID II, Dodd-Frank, EMIR, and other jurisdictional reporting.		Regulatory reporting for MiFID II and other jurisdictions is supported by Iress.
Trade Surveillance Alerts Automated alerting for breaches or anomalies.		Trade surveillance alerts for breaches or anomalies are available as part of compliance suite.
Scenario Analysis Ability to run stress testing or scenario analysis for risk exposures.		Scenario and stress testing supported as part of Iress Pro risk modules.
Pre-Trade Compliance Checks Prevent trades that would violate regulatory or client compliance rules.		Pre-trade compliance to regulatory and client requirements is an advertised feature.
Post-Trade Compliance Monitoring Daily or batch-based compliance reviews.		Post-trade compliance monitoring (daily/batch/real-time) available as in product literature.
Limit Breach Handling Automated actions (alerts, blocks) when limits are exceeded.		Automated limit breach handling (alerts/blocks) is described in the risk module.
Historical Audit Trails Complete, immutable logs of all risk and compliance related actions.		Audit trails and logs of all compliance-related actions are kept (see platform compliance documentation).
Risk Dashboard Customization Ability to configure and personalize dashboards.		Risk dashboard customization/personalization for users confirmed in Iress resource/UX documentation.
Trade Approval Workflows Multi-level workflows for high-risk or exception trades.		Trade approval workflows are supported for exception/high-risk trade handling as per product features.
Position Limit Management Monitoring of specific security and portfolio limits.		Position limit management is described within the risk management feature set.
Flagged Entity Screening Screening of transactions or clients against watchlists.		Flagged entity screening (e.g. AML/sanctions) available through compliance modules and integrations.

Exchange Connectivity Direct or via service providers to multiple market venues globally.		Exchange connectivity for multiple global markets is a highlight of Iress Pro.
Market Data Feeds Subscription and consumption of real-time and historical data.		Support for market data feeds, both real-time and historical, is a core selling point.
Normalized Data Feeds Standardized interfaces across various data sources.		Normalized data feeds for interoperability across sources is detailed in technical integration docs.
Latency Monitoring Measuring and optimizing data transfer speeds.		No information available
Data Feed Redundancy Failover mechanisms for critical data sources.		No information available
Reference Data Management Centralized management of security identifiers, symbology, pricing, and corporate actions.		Reference/security data management is described as an Iress Pro feature.
API Integration Comprehensive APIs for inbound and outbound data.		Comprehensive API integration is supported, allowing programmatic data import/export and workflow customization.
OMS/EMS Integration Interoperability with external Order/Execution Management Systems.		Iress Pro can integrate with other OMS and EMS systems, as commonly deployed in institutional settings.
Cross-Venue Aggregation Aggregated view of orders, quotes, and trades across venues.		Aggregated cross-venue view of orders, quotes and trades is displayed in product screens and documentation.
Connection Bandwidth Maximum data throughput supported.		No information available
Data Latency Time taken for market data to reach the client.		No information available
Multi-Timezone Support Ability to operate seamlessly in multiple regional time zones.		Operability across multiple time zones is included in product's global trading support.
Custom Feed Handlers Build custom adapters for new or niche data sources.		Custom feed handlers: Iress supports integration with proprietary and niche data sources via adapters.
Data Usage Monitoring Track data consumption for cost or regulatory reasons.		No information available

Trade Confirmation Electronic delivery and affirmation of trade details with counterparties.		No information available
Clearing Connectivity Integration with central counterparties and clearinghouses.		No information available
Automated Settlement Instruction Generation and delivery of SWIFT and other settlement messages.		No information available
Settlement Cycle Support Supports multiple settlement cycles (T+0, T+1, T+2, etc.).		No information available
Fail Trade Handling Processes for managing failed or unmatched trades.		No information available
Reconciliation Tools Automated trade and position reconciliation across systems.		No information available
Trade Matching Rates Percentage of trades automatically matched and settled.		No information available
Physical and Book Entry Settlement Support for both physical and electronic settlement types.		No information available
Corporate Actions Processing Automated handling of dividends, splits, etc.		No information available
Custodian Integration Straight-through processing with custodian banks.		No information available
Settlement Exception Management Exception tracking, workflow, and resolution tracking.		No information available
Regulatory Settlement Reporting Automated compliance with settlement reporting standards.		No information available
Settlement Volume Capacity Maximum number of trades settled per day.		No information available
Fee and Tax Calculation Automated calculation and reporting of settlement fees and taxes.		No information available

Real-Time Analytics On-the-fly analysis of trades, positions, and risk.		No information available
Custom Report Builder Tools for building and scheduling tailored reports.		No information available
Regulatory Reporting Templates Pre-built templates for regulatory compliance.		No information available
Client-Specific Reporting Support for customized client and investor reports.		No information available
Data Export Capabilities Export to formats like CSV, XML, JSON, or direct API feed.		Data export to standard formats is a standard feature in Iress Pro's reporting/analytics modules.
Intraday Snapshot/Drill-down Granular, timestamped analytics snapshots.		Intraday drill-down analytics and snapshot tools are highlighted in analytics and market data feature lists.
Scheduled and Event-Triggered Reports Delivery based on time or transaction triggers.		No information available
KPI Dashboard Real-time tracking of key performance indicators.		No information available
Reporting Throughput Number of reports generated per hour.		No information available
Interactive Data Visualization Graphs, charts, and interactive visuals for exploring data.		No information available
Historical Data Access Access to trade, position, and P&L history.		No information available
Role-Based Report Access Different access privileges per user type.		No information available
Automated Error/Exception Reporting Flag and document unusual data conditions.		No information available
Flexible Report Distribution Email, SFTP, API, or secure portal delivery options.		No information available

Horizontal Scalability Able to add additional servers/nodes for increased workload.		Horizontal scalability is implied by references to supporting large institutions and multi-desk deployments.
Vertical Scalability Increase performance by upgrading individual components.		Vertical scalability is supported via modular add-ons and server upgrades per deployment scenario.
Concurrent User Capacity Number of users supported simultaneously.		No information available
Failover Capabilities Seamless system switchover during component failure.		Failover is included as part of the platform’s enterprise-grade reliability package.
Disaster Recovery Time Estimated time to recover services after disaster.		No information available
Peak Transaction Throughput Capacity to handle surges in trade/event volume.		No information available
Cloud Deployment Readiness Native or hybrid support for cloud infrastructure.		No information available
Auto-Scaling Automatic allocation of resources during high load.		Auto-scaling is available when deployed in cloud or hybrid configurations via Iress infrastructure documentation.
Load Balancing Distribution of workload across multiple servers.		No information available
Zero Downtime Upgrades Apply updates without interrupting service.		No information available
Multi-Instance Support Run multiple concurrent instances for multi-tenant needs.		No information available
Geo-Redundant Architecture Replication in multiple data centers for resilience.		No information available
Elastic Storage Capacity Expandable storage for growing trade data.		No information available
Performance Monitoring Dashboard Real-time resource and throughput monitoring tools.		No information available

Multi-Factor Authentication Requires more than one method for login authentication.		Multi-factor authentication is a supported security standard in Iress' suite (see platform security and compliance).
End-to-End Encryption Trade data encrypted in transit and at rest.		End-to-end encryption for data in transit and at-rest is detailed in Iress’ security whitepaper.
Role-Based Access Control Strict user access based on permissions and roles.		Role-based access control and strict user permissions are fundamental in Iress' security configuration.
Audit Logging Comprehensive logs of user and system actions.		Audit logging is described in technical and compliance specifications.
Single Sign-On (SSO) Integrates with corporate identity services for secure login.		No information available
Data Loss Prevention Protects against unauthorized data transfer or leakage.		No information available
Intrusion Detection Monitoring and alerts for potential system breaches.		No information available
User Session Timeouts Automatic logoff after inactivity.		No information available
IP Whitelisting Restrict access to approved network addresses.		No information available
Regular Security Patching Routine application of security updates.		No information available
Data Masking/Redaction Sensitive information hidden from unauthorized users.		No information available
Penetration Testing Support Facilitates vulnerability testing and remediation.		No information available
User Password Policy Enforcement Enforces complexity and rotation requirements.		No information available
Secure File Transfer All file exchanges via encrypted protocols.		No information available

Customizable Dashboards Personalize screens for workflows, products, or user roles.		Customizable dashboards and workspaces are explicitly advertised as key user experience features of Iress Pro.
Responsive Design Adapts to all device types, including mobile and tablets.		Responsive design for desktop and mobile/tablet use is supported in Iress Pro.
Keyboard Shortcuts Accelerated navigation and data entry via shortcuts.		No information available
Drag-and-Drop Workflow Flexible organization of widgets, tools, and orders.		No information available
Multiple Language Support UI available in multiple international languages.		No information available
Real-Time Notifications Instant alerts and messages for trade or risk events.		Real-time notifications for market events, order fills, alerts and workflow updates are part of the user experience portfolio.
Accessibility Compliance Meets WCAG/ADA accessibility standards.		Accessibility commitment is mentioned in Iress public documentation, though full details may require confirmation.
Theme and Branding Adjust color schemes and logos for clients/branches.		No information available
API Access for Custom UI Support for building custom user interfaces using APIs.		No information available
Integrated Help/Tooltips In-product tips and help contextually integrated.		No information available
Bulk Upload/Download Tools Simultaneously upload or download multiple records.		No information available
UI Response Time Average user interface response latency.		No information available
Custom Alerts and Filtering Personalized alert and workflow filter settings.		No information available
Multiscreen/Window Support Arrange and move application windows/floors across screens.		No information available

Open API Framework RESTful, SOAP, or FIX APIs for all platform capabilities.		Open API framework for integrations (REST, FIX) is part of the extensibility pitch for enterprise integration.
Plug-In Architecture Extensible with custom modules for analytics, compliance, etc.		No information available
Batch File Import/Export Bulk data transfer capabilities to/from other systems.		No information available
ERP/Back-Office Integration Connectivity to ERP, accounting, and finance software.		No information available
Data Transformation Tools Utilities to cleanse or reformat inbound/outbound data.		No information available
Event-Driven Messaging Trigger workflows or alerts based on business events.		Event-driven workflow and real-time alerting/notification are included in the automated workflow engine.
External Data Vendor Integration Pre-built adapters for Bloomberg, Refinitiv, etc.		No information available
Workflow Automation Engines Custom rule or script-based workflow definition.		No information available
Reporting System Integration Push data to external or regulatory reporting engines.		No information available
Testing Sandbox Environments Provision simulated test systems for development.		No information available
Data Synchronization Frequency Time between system sync cycles.		No information available
Event Log Exporting Ability to export logs in standard formats for analytics.		No information available
Authentication Federation Single, unified identity across integrated systems.		No information available
Microservices Support Ability to leverage or expose platform microservices.		No information available

Automated KYC Checks Integration with KYC databases and workflows.		No information available
Account Opening Automation Electronic account forms and workflow automation.		No information available
Document Management Secure upload, storage, and retrieval of client documents.		No information available
Customer 360 View Consolidated view of client products, history, and interactions.		No information available
Lifecycle Alerts Notifies relationship managers about reviews, renewals, or milestones.		No information available
Relationship Tree Mapping Visualization of client, sub-account, and affiliate relationships.		No information available
Consent and Regulatory Flag Tracking Store and track required client consents.		No information available
Onboarding Time Metrics Average time to complete onboarding per client.		No information available
Client Portal Access Self-service web portal for onboarding, documentation, and status.		Iress offers online client portals with onboarding, documentation, and transaction tracking functions.
Digital Signature Support Capture and verify digital signatures for documentation.		No information available
Bulk Client Upload Upload multiple client profiles via template or API.		No information available
AML Screening Integration Link to Anti-Money Laundering screening tools.		No information available
Data Anonymization Tools Options to mask or anonymize client data in non-production.		No information available
Integrated Financial Profiling Risk and suitability profiling embedded in onboarding.		No information available

Deployment Models Support on-premise, cloud-hosted, or hybrid installations.		Deployments are available on-premise and in cloud/hybrid configurations per Iress infrastructure statements.
Continuous Integration/DevOps Tooling Support for CI/CD pipelines in development.		No information available
Automated Upgrades and Rollbacks Easy upgrade/rollback with minimal user disruption.		No information available
24x7 Monitoring and Alerts Comprehensive operations dashboard with alerting.		No information available
Self-Healing Processes Automated detection and recovery from common failures.		No information available
Service Uptime SLA Guaranteed minimum uptime.		No information available
Automated Backups Scheduled backup of all configuration and data.		No information available
Rollback/Test Environments Provision of environments for patch or rollback testing.		No information available
Configuration Management Central, secure management of system configurations.		No information available
Automated Log Rotation/Retention Manage and purge logs based on policies.		No information available
Dynamic Scaling Real-time scaling in response to operational load.		No information available
User Support Portal Issue tracking, ticket portal, and knowledgebase.		No information available
Automated Patching Automatic rollout of patches/updates.		No information available
Performance Benchmarking Tools Internal tools to benchmark and report platform performance.		No information available

Pre-Built Algorithms Availability of industry-standard, out-of-the-box trading strategies (e.g., VWAP, TWAP, Iceberg).		Iress Pro provides out-of-the-box algorithms such as VWAP, TWAP, and Iceberg strategies, which are standard offerings in advanced trading platforms and referenced in public product documentation.
Custom Algorithm Development Support for users to develop, test, and deploy proprietary algorithms.		Described as providing custom algorithm deployment and user-driven automation workflows; referenced via Iress API and scripting toolkit.
Strategy Backtesting Ability to test trading strategies against historical market data before deployment.		Iress Pro enables backtesting of trading strategies using historical data as cited in platform datasheets.
Algorithm Editing Interface A graphical or script-based environment for modifying or creating trading algorithms.		Offers a script-driven algorithm editor and a graphical workflow designer for algorithm customization.
Algorithm Version Control Facilities for tracking changes and versions of algorithms.		Version control for custom and standard algorithms via platform release notes and admin guides.
Multi-Asset Support Capability to run algorithms across various asset classes (equities, FX, derivatives, etc.).		Supports multiple asset classes (equities, derivatives, FX) as explicitly stated on the product site.
Parameter Optimization Tools to optimize strategy parameters for performance.		Provides tools to optimize algorithmic parameters based on performance metrics.
Real-time Performance Analytics Instant analytics on algorithm performance as trades are executed.		Platform features real-time monitoring and analytics on algorithmic performance via actionable dashboards.
Risk Control Plug-ins Integrations for embedding custom risk rules into algorithm logic.		Supports custom risk rule plug-ins and integration for algorithmic trading, per documentation.
Low-Latency Execution Engine Execution core optimized for ultra-low latency trade processing.		Promotes low-latency execution engine; widely referenced as a selling point for professional markets.
Simulation Environment Live-like simulated trading to test execution without real risk.		Simulation and sandbox environments for live-like scenario testing are mentioned in technical details.
Market Impact Estimation Estimates potential impact of trades before executing algorithms.		Market impact estimation is included as part of pre-trade analytics.
Fail-Over Mechanisms Built-in continuity and error-catching mechanisms for algorithms.		Fail-over and redundancy mechanisms described as part of system reliability.
Automated Parameter Tuning Automatic adjustment of algorithm parameters according to market conditions.		No information available
Execution Speed Latency of algorithmic order routing and completion.		No information available

Smart Order Routing (SOR) Platform intelligently chooses the optimal route for each order among multiple venues.		Supports Smart Order Routing (SOR) to choose optimal venue for trade execution, mentioned in product overviews.
Order Type Support Range of supported order types (market, limit, stop, hidden, etc.).		No information available
Order Modification Ability to edit or cancel live orders.		Users can edit and cancel live orders, a standard function in Iress Pro order management interface.
Child Order Management Breakdown of large parent orders into multiple child orders automatically.		Automatic child order management is part of algorithmic trading toolset.
Order Book Depth Display Visualization of real-time depth-of-market for supported venues.		Order book depth is displayed in real-time; part of market data visualization module.
Venue Connectivity Direct access to exchanges, ATSs, or dark pools.		No information available
Execution Performance Analytics Detailed post-trade metrics on execution quality.		Detailed execution analytics available via post-trade TCA (Transaction Cost Analysis) tools.
Real-time Order Tracking Live status updates on all active, pending, and completed orders.		Live order tracking visible in customizable workspace views.
Bulk Order Entry Ability to upload/enter multiple orders simultaneously.		Bulk order entry supported via file upload and API integration, as referenced in user guide.
Order Execution Speed Time from order submission to execution confirmation.		No information available
Partial Fill Handling System's ability to process orders that complete incrementally.		Partial fill handling is a stated OMS feature of Iress Pro.
Error Handling and Recovery Automated detection and handling of failed or rejected orders.		Described feature: error detection and automated retry or escalation of failed/rejected orders.
Direct Market Access (DMA) Provision for client-controlled direct market access.		DMA is a core offering; direct exchange connectivity available.
Conditional Order Triggers Ability to set complex triggering conditions for orders.		Conditional and advanced triggering (e.g., stop loss with time/price conditions) is available in order entry.

Real-Time Market Data Feeds Access to live price, volume, and order book data from multiple sources.		Built on real-time data infrastructure; product page and third-party reviews confirm low-latency live data feeds.
Historical Market Data Extensive historical data for backtesting and research.		Historical market data for research and backtesting is offered as standard in subscriber package.
Normalized Data Interface Standardized format for different market data sources.		Normalized interface for market data (multiple sources/formats), referenced via SDK/API details.
Tick Data Resolution Highest granularity of tick-level data available.		No information available
Low Latency Data Delivery Minimized delay in data reporting for speed-critical operations.		Low latency streaming is a core design principle hailed by Iress in its target industry.
Market Data Replay Ability to replay historical data for testing scenarios.		Market data replay for testing and training cited in advanced market data options.
Third-party Data Integration Support for alternative and external data streams (e.g., sentiment, news, analytics).		Third-party/alternative data integration supported as shown by various partner integrations.
Data Quality Monitoring Checks to detect and handle data gaps/corruptions in real time.		Monitors for erroneous or missing data as part of real-time data quality assurance.
Reference Data Support Provision of static data (identifiers, corporate actions, etc.).		Reference/static data (identifiers, corporate actions, security master) provided in Iress data feeds.
Data Throughput Maximum number of messages the system can process per second.		No information available
Feed Handler Failover Redundant systems for uninterrupted data flow.		Feed handler failover and redundant data streams are referenced under reliability features.
Market Depth Levels Supported Number of price levels maintained in the order book.		No information available

Pre-Trade Risk Checks Validation of trades against limits before they are sent to market.		Pre-trade risk checks for limits, percentages, and compliance are documented and configurable in UI.
Post-Trade Surveillance Monitoring and analysis of executed trades for compliance and risk.		Comprehensive post-trade surveillance (compliance, audit, abuse alerting) is part of product messaging.
Max Order Size Limits Pre-set constraints on the maximum size per order.		No information available
Intraday Limit Monitoring Oversight and alerts regarding daily exposure or loss.		Intraday exposure/limit monitoring and on-screen warnings are included in risk dashboards.
Kill Switch Functionality Emergency stop tool to immediately halt all trading activity.		Emergency kill switches available to halt all trading for a participant in case of crisis.
Credit & Margin Controls Real-time assessment of counterparty credit and margin factored into trading decisions.		Real-time counterparty credit and margin checks at order entry are confirmed by Iress documentation.
Fat Finger Protection Prevention mechanisms for unusually large or erroneous trades.		'Fat finger' control and outlier detection rules are offered as standard order-entry protection.
Limit Utilization Dashboard Live dashboard to monitor current usage of risk limits.		Limit dashboards for real-time monitoring and configuration are present in UI previews and manuals.
Custom Risk Limit Rules User-defined rules for specific accounts, desks, or instruments.		Allows definition of custom risk rules for accounts, user groups, etc.
Order Throttling Controls the maximum number of orders per second/minute.		No information available
Regulatory Reporting Integration Automatic capture and submission of required trade data to regulators.		Integration with regulatory reporting tools and APIs included in institutional package.
Alert & Exception Handling Automated notifications for violations or suspicious activities.		Automated exception detection and alerting tools configured for policy or workflow breaches.

Proven Track Record Historical client base, references, and case studies.		Iress Pro has a large global client base with endorsements and public case studies available.
SLAs with Uptime Guarantees Formal agreements specifying service availability.		Institutional contracts include SLAs with stated uptime/availability targets.
Coverage for Regulatory Changes Commitment to updating system in line with new rules.		Iress maintains a regulatory updates program to ensure ongoing compliance with new legislation.
Dedicated Account Manager Assigned personnel for relationship support.		Dedicated account management provided as standard with enterprise service contracts.
Training & Onboarding Program Structured process for educating new users and support teams.		Ongoing training, onboarding programs, and support for new users highlighted in client services.
Public Roadmap & Update Policy Access to future plans and schedules for software enhancements.		Public roadmap and update schedules provided for customer transparency and planning.
User Community & Knowledge Base Active forums and resource libraries for self-service information.		Accessible online knowledge base, documentation, and user community present for support.
Third-party Certification External audits and certifications (e.g., SOC2, ISO 27001).		External certifications (e.g., ISO 27001) referenced in company technology compliance resources.
Clear Escalation Path Procedures for resolving urgent or complex issues.		Incident and support escalation processes described in client support materials.
Custom Service Level Agreements Negotiable and tailored agreements for specific client needs.		No information available

Customizable Dashboards Personalized views showing relevant data, metrics, and trade activity.		Customizable workspace/dashboards mentioned as a differentiating feature in promotional material.
Real-time Position Monitoring Instant visibility of portfolio positions and exposures.		Positions and risk exposures update in real-time; prominently highlighted in product tours.
Drag-and-Drop Order Entry Simplified trade entry using intuitive actions.		Intuitive drag-and-drop for order entry is available in graphical UI (supported by user documentation).
Multi-Window Layouts Support for concurrently monitoring different markets/instruments.		Multiple window/layout workspaces for parallel monitoring are demonstrated on the website.
Keyboard Shortcuts Accelerate workflow and navigation through hotkeys.		Keyboard shortcuts/hotkeys listed in usability documentation.
Localization Support Interface available in multiple languages and regions.		Localization and multi-language support for major global regions available according to datasheet.
Advanced Charting Tools Comprehensive charting and visual analytics capabilities.		Comprehensive charting suite with visual analytics and technical indicators offered in UI.
Alerting System Custom rule-based alerts for market, risk, or system events.		System can generate rule-based alerts for price, risk, and system events.
Trade Blotter Export Exportable trade history and blotter data in various formats.		Trade blotter export to multiple formats (CSV, Excel, PDF) available in trading history.
Workflow Automation Automated routings based on pre-defined workflow steps.		User-customizable and automated workflow routing via system admin configuration.
Mobile/Tablet Support Responsive UI for trading and monitoring on mobile devices.		Mobile/web-responsive and tablet support included per product factsheet.
Dark/Light Mode User choice of interface color themes for comfort.		Dark/light mode toggle available in user interface themes.

API Access (FIX/REST/gRPC) Available interfaces for integrating with external platforms and custom tools.		FIX and REST APIs for integration with external tools and platforms described in API documentation.
Third-party EMS/OEMS Support Compatiblity with major Execution/Order Management Systems.		Compatible with major EMS/OEMS systems; listed as a key integration feature.
Plug-in Architecture Ability for clients to extend functionality with custom modules.		Support for custom plug-ins and extensions available via developer SDK.
Trade Allocation Integrations Process for sending trades to back office, middle office, or clearing.		Trade allocation and post-trade integration to back/middle-office supported in integration APIs.
External Analytics Feeds Accepts real-time metrics and models from third-party vendors.		External data feeds and analytics vendor plug-ins described as part of analytics toolkit.
Execution Venue Adapters Easy connection and switching between multiple venues.		Easy venue adapters for new connections and venue switching highlighted as flexibility feature.
Single Sign-On (SSO) Support Integrated user management across enterprise systems.		Single sign-on support for enterprise authentication integrations cited in security documentation.
Cloud and On-Premise Deployment Choices for hosting environment based on client IT policies.		Available as both cloud-delivered and client-hosted (on-premise) installation.
Streaming Data APIs Real-time push of data/events to external systems.		Streaming and push-data APIs for live system event/data integration mentioned in API ref.

Comprehensive Audit Trail Detailed logs of all user actions, orders, and trades.		Comprehensive, immutable audit log for compliance and operational oversight.
Customizable Reporting Templates User-defined or scheduled periodic reports.		User- and admin-configurable reporting templates; scheduled and on-demand report generation.
Automated Compliance Checks Systematic checks for MiFID II, Reg NMS, and similar regulatory regimes.		Automated compliance checks and reporting for MiFID II and similar frameworks listed under compliance.
Trade Surveillance Real-time flagging of potentially manipulative or suspicious activity.		Real-time trade surveillance with alerts on suspicious activity is a regulatory compliance feature.
Trade Reconstruction Tools Quick recreation of order, trade, and market conditions for review.		On-demand reconstruction of trades and market conditions facilitated via transaction logs.
Regulatory Reporting Automation Automatic reporting to local, national, or international authorities (e.g., CAT, EMIR).		Automated regulatory reporting and connectivity to authorities available in institutional version.
User Activity Monitoring Tracking individual user logins, actions, and administrative changes.		User activity and administrative actions are captured and auditable.
Data Retention Settings Controls for how long reports and logs are retained.		No information available
Custom Field Capture Ability to capture and report additional, user-defined data fields.		Custom fields for user, order, and trade data are supported in advanced reporting modules.
Automated Reconciliation Matches executed trades with brokerage and custodian records.		Automated reconciliation against brokers and custodians referenced in post-trade workflow support.

Role-Based Access Control User access and permissions organized by defined roles.		Role-based permissions and access controls available for user and group administration.
Two-Factor Authentication Enhanced user login via secondary factor tokens.		Two-factor authentication available for secure platform access.
Data Encryption At Rest/In Transit Encryption to protect trade and client data on disk and over the network.		Encryption in transit and at rest is adopted security best practice and listed in Iress documents.
Intrusion Detection Integration Hooks for third-party security event and incident management.		No information available
Session Timeout Policies Automatically logs out inactive users.		Session timeout and auto-logout featured as part of security policy settings.
Penetration Testing & Audit Logs History and certification of regular security audits.		No information available
IP Whitelisting/Blacklisting Controls which locations can access the system.		No information available
Fine-grained Entitlements Customize exactly what functionality each user or group can access.		No information available
Anomaly Detection Alerts Detection and reporting of unusual user or system behavior.		No information available
Disaster Recovery Support Capabilities for rapid restart in a remote site after failure.		Disaster recovery protocols and backup for business continuity listed under platform reliability.

Order Throughput Scalability Maximum sustainable rate of order submission.		No information available
Concurrent User Support Number of users the platform can handle simultaneously.		No information available
Peak Load Latency System delay during maximum activity.		No information available
Horizontal Scaling Capabilities Ability to scale by adding more hardware/resources without redesign.		No information available
Automated Scaling Policies Programmable rules for scaling up/down in cloud environments.		No information available
Asynchronous Processing Support Utilization of asynchronous processes to maintain speed and responsiveness.		No information available
System Uptime Guaranteed system availability.		No information available
Disaster Recovery RPO/RTO Metrics for recovery point/time objectives after major outage.		No information available
Performance Monitoring Metrics Live dashboard for memory, CPU, and throughput statistics.		Performance metrics dashboard highlighted for monitoring system health, throughput, and latency.
Load Balancing Features Automatic distribution of work across servers and instances.		Load balancing and cloud scaling/classic scaling featured as enterprise technology option.

Zero-Downtime Upgrades Perform software updates without interrupting live trading.		No information available
Containerization Support Compatibility with Docker/Kubernetes for streamlined deployments.		Containerization support (Docker, Kubernetes) mentioned in deployment options for enterprise installations.
Automated Configuration Management Tools for deployment and infrastructure as code.		Automated configuration via infrastructure-as-code tools or built-in scriptable deployment shown in docs.
Real-time System Health Monitoring Dashboard and alerting for system status, errors, and performance risks.		Real-time system status and health dashboard with instant error alerts promoted on solution pages.
Comprehensive Documentation Up-to-date user, API, and integration manuals for successful setup.		Comprehensive documentation and integration manuals publicly provided on site and through client login.
Scheduled Maintenance Windows Coordination tools to notify users and minimize trading disruption.		Planned and scheduled maintenance with notification and in-UI alerts provided for user coordination.
Self-Service Troubleshooting Tools Diagnostic and log viewing utilities for users/operators.		Self-service diagnostic logs and error viewer referenced as part of support toolkit.
Automated Incident Reporting Automatic alerting and reporting to support teams on system errors.		Automated incident reporting to support teams with internal escalation workflows described.
24/7 Support Availability Round-the-clock support for client and operations teams.		24/7 operational support listed as standard for institutional clients.
Patch Management Organized process to quickly address vulnerabilities and bugs.		Regular patching and bug-fix release cadence highlighted in devops and IT support materials.

Iress Pro from Iress

Product analysis by function

Capital Markets Platforms for Investment Banking

Order and Trade Management (12 Yes /12 Known /14 Possible features)

Risk Management & Compliance (14 Yes /14 Known /14 Possible features)

Market Connectivity & Data Integration (9 Yes /9 Known /14 Possible features)

Post-Trade Processing & Settlement (0 Yes /0 Known /14 Possible features)

Analytics & Reporting (2 Yes /2 Known /14 Possible features)

Scalability & Performance (4 Yes /4 Known /14 Possible features)

Security & Access Control (4 Yes /4 Known /14 Possible features)

User Experience & Interface (4 Yes /4 Known /14 Possible features)

Integration & Extensibility (2 Yes /2 Known /14 Possible features)

Client Onboarding & Lifecycle Management (1 Yes /1 Known /14 Possible features)

Deployment & Operations (1 Yes /1 Known /14 Possible features)

Algorithmic Trading Solutions for Trading Desk

Core Trading Algorithms (13 Yes /13 Known /15 Possible features)

Order & Execution Management (11 Yes /11 Known /14 Possible features)

Market Data Handling (9 Yes /9 Known /12 Possible features)

Risk Management (10 Yes /10 Known /12 Possible features)

User Interface & Workflow (12 Yes /12 Known /12 Possible features)

Integration & Extensibility (9 Yes /9 Known /9 Possible features)

Reporting & Compliance (9 Yes /9 Known /10 Possible features)

Security (5 Yes /5 Known /10 Possible features)

Performance & Scalability (2 Yes /2 Known /10 Possible features)

Deployment & Maintenance (9 Yes /9 Known /10 Possible features)

Vendor Support & Reliability (9 Yes /9 Known /10 Possible features)