The Exchange

Enquiries: +44 (0)345 068 3000  

 
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Welcome to Iress The Exchange


Iress The Exchange is an online comparison quote and transaction portal with the widest provider and product coverage in the market. It enables you to protect your business with robust and accurate research and treat your customers fairly by searching the largest range of protection, pensions, annuities, investments and general insurance products.

The award-winning system is supported by all the leading providers and 36,000 registered intermediaries, making The Exchange the most comprehensive – and widely used – financial adviser portal in the market. Using The Exchange you can:

  • Search the market and obtain accurate comparative quotes
  • Submit and track electronic new business
  • Get the best coverage – over 350 products from all the leading providers
  • Improve client service and cut the cost of the sales and advice process.

Market-leading coverage

Using The Exchange, you can compare products and get instant accurate quotes direct from the widest range of providers in the market across life and health protection, pensions, annuities, investments and general insurance. You can then apply online immediately.

Iress in the UK

Innovative and extensive, our solutions deliver streamlined data and workflow to wealth management, IFA and mortgage professionals in the United Kingdom.


Iress UK Insight

Hear our views on what matters in the financial services industry



Iress Events

We have seminars and roads shows, plus industry and client events we'll be attending through out the year.


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  • Exchange certificate login: No UNIPASS certificate found, please use a standard login. Call the Customer Care team on +44 (0)345 068 3000 for further assistance.
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Experiencing trouble logging in?

If you are having trouble logging in please contact our Customer Care team on +44 (0)345 068 3000 for further assistance.

Help with UNIPASS login

If, during the current browser session, you have either (a) logged in with a certificate or (b) associated a user account with a certificate, then the selected certificate will be "current" on your PC. Once a certificate is "current" on your PC or device, you will not be given the option of selecting a different certificate until you have cleared the "current" certificate. This can be done by closing and restarting your browser.

Contact Information

Sales: exchange.sales@iress.co.uk

Customer Care: exchange.customercare@iress.co.uk


Licence options

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  ...The Exchange Portal service delivers significant benefits to our business. The research and quotation service enables our members to search the market quickly and easily for products that meet their clients' needs.   Tenet Group

Best use of Technology in Insurance 2013 logo Equity Release Awards 2012 logo Professional Adviser Awards 2012 logo Mortgage Finance Gazette Awards 2012 logo Microsoft Gold Certified Partner Accreditation logo


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Enquiries: +44 (0)345 068 3000  

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Registered Office: 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, CV34 6DY. Registered in England and Wales Company No. 02596452 VAT reg No. 100 1056 02.
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