Your go-to for insights, tips and updates on Iress software
https://us.v-cdn.net/6038637/uploads/INC6AHWU8MWE/gl-superbru-thumbnail-850x450.jpg Why join? Compete with peers across the industry and Iress teams globally Back your predictions and showcase your football knowledge Join a fully online competition that’s easy to access from anywhere Win prizes and earn bragging rights…
Did you know you can streamline your workflow by saving your preferred Task Hub views, sharing them with your team, and setting a preferred view as the default when the screen loads? Whether you frequently monitor tasks for specific advisers or manage a collective team workload, saving these views eliminates the need to…
Did you know that most Xplan sites I see have hundreds of unallocated notes? 😱 These are the notes that have been added from outside a client record and forgotten to be linked to a client, the forwarded emails that couldn’t find a matching email address or the notes that have been accidentally unlinked from an entity.…
Are you using Benchmark Sets in your Cases? Have you found that sometimes, some benchmarks are simply not applicable or relevant to the client's scenario? For example, why would you complete a Risk Researcher scenario when you are providing advice on a Family Trusts investments only? You should try Dynamic Benchmarks!…
Did you know you can visually compare multiple Xtools+ scenarios side-by-side using the Compare Charts function? When presenting financial strategies, viewing the potential outcomes of different options is key to help make informed decisions. The Xtools+ Compare Charts function is a powerful tool designed for exactly this.…
Did you know you can now set up automated regular rollovers between super accounts to maintain a specific target balance in Xtools+? Modelling regular transfers between super accounts used to be quite clunky, requiring you to enter dollar amounts for every single period of a projection. This new feature acts as an…
https://us.v-cdn.net/6038637/uploads/legacyfs/featureimages/bS05MTAtVmpjMkp1.png Client file notes are an essential tool for maintaining comprehensive records, meeting compliance requirements, and providing continuity in client service. But most advisers would agree, without an effective system, keeping your client notes…
https://us.v-cdn.net/6038637/uploads/GQY1CDW5O3VO/iress-wealthsolver-guide-blog-2000x1200.jpg In this WealthSolver guide, our client solutions experts take you on a deep dive into your platform setup. Inside, you will discover how to master: Back-end calibration: Configure your Approved Product Lists (APLs) and model…
Did you know that you can forward an email to your Xplan Group’s ‘inbox’ and Xplan will automatically find the correct client and file it for you? Xplan will even set the correct note type and subtype. If you’re not a fan of the plug in or use gmail or another email client, this one is for you. Some of you already know…
Did you know we just released some awesome updates to Super & Pension modelling in Xtools+? It’s no secret that our Product Manager, Lana Graham, is obsessed with ensuring paraplanners have access to the best modelling tools in our industry. And one of the ways she does this is by staying close to those using the tools and…
https://us.v-cdn.net/6038637/uploads/IMYF6TYD6S7M/iress-wealthsolver-blog-wk3-2000x1200.jpg Who says research has to be a chore? In our previous posts, we looked at how WealthSolver evolved from its ‘SuperSolver’ roots into a powerhouse for compliance and automation. But if you’re only opening WealthSolver when you’re deep…
https://us.v-cdn.net/6038637/uploads/XGSEEWTSHA2Z/screenshot-2026-01-28-at-1-25-04-e2-80-afpm.png The new Iress Community platform is just the beginning. Throughout 2026, we’ll continue to evolve and improve the experience, and we want to do it with you. Join the Community Evolution Panel We’re forming a Community…
https://us.v-cdn.net/6038637/uploads/LL5AJRWAEIOV/screenshot-2026-01-28-at-12-07-06-e2-80-afpm.png Welcome to the new Iress Community! The new Iress Community is now live, built in response to client feedback. We know how important easy access to support is, and this new platform is the first step in delivering a better…
Welcome to Xplan Mortgage! Available now in the United Kingdom * Everything you know and love from Trigold and the Exchange but in one slick system * No manual updates - mortgage product data is automatically updated daily! * Research lenders' criteria data powered by Knowledge Bank alongside product sourcing. * A simple…
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