Iress integrates protection sourcing data into new Access FS platform

The integration with new CRM platform Elev8 aims to reduce the need to switch between systems during the advice process.

Related topics:  integration,  Iress
Lucy Whalen | Editorial Assistant, Protection Reporter
5th October 2026
Integration
"Our data sits behind a growing range of technology platforms used by intermediaries, giving advisers access to trusted sourcing data within the workflows they already use."
- Warren O’Connell - Iress

Iress has announced that it is expanding the distribution of its mortgage and protection sourcing data through a new integration with Elev8, the CRM platform developed by Evolve Tech Solutions for Access FS.

Launched last month, Elev8 is used by 300 advisers and is designed to combine CRM functionality with integrated sourcing powered by Iress’ mortgage and protection data.

In 2025, Iress saw over 66 million mortgage quotes through its web services, equivalent to almost one for every person in the UK.

Its sourcing data is already used on its own mortgage and protection platforms, Trigold and Xplan Mortgage (XPM), and through digital client solutions and third-party technology integrations.

"Iress is perhaps best known in the mortgage market for Trigold and Xplan Mortgage, but the reach of our mortgage and protection data goes much further," Warren O’Connell, head of business development at Iress, said. "Our data sits behind a growing range of technology platforms used by intermediaries, giving advisers access to trusted sourcing data within the workflows they already use.

READ MORE: National Friendly announces non-underwritten mortgage protection product

"Elev8 is a great example of this. We’re delighted to extend our distribution through Access FS and provide the data behind its integrated sourcing experience."

Karl Wilkinson, founder & CEO of Access FS, added: "Having reliable sourcing data embedded within Elev8 is an important part of the experience we’re creating for advisers. Iress has a strong track record in mortgage and protection sourcing, and its data gives our advisers access to the product information they need within their existing workflow.

"The integration with Iress is another example of our focus on giving advisers technology that supports the way they work, while reducing the need to move between different systems."

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