Iress Client Portal by IRESS LIMITED





8+ similar apps compared and reviewed
Whether you want more options like Euroz Hartleys Xplan or a completely different take on the same concept, our curated list of 8+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

















Access your financial portfolio securely with PIN, fingerprint, or Face ID. View holdings, cash and stock activity, market data, and research. Configure watchlists for a personalized financial overview.


This financial app allows users to manage their investment accounts on the go. Advisers can access full platform functionality and transact on client accounts, while clients can view account snapshots, performance, and download statements.


Invest in and manage monthly income-producing commercial real estate loans. Access detailed loan information, track your portfolio's performance, and manage deposits and redemptions on the go. Generate custom reports for your financial needs.


Manage your investments with comprehensive reporting, market research, and interactive securities information. This app offers simplified account management and easy funds transfers for clients.