Your go-to for insights, tips and updates on Iress software
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 Evolution Panel made up of customers who want to help co-design what comes next. As a panel member, you’ll…
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 Community experience. What’s changed Refreshed look and feel Improved search to help you find answers…
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…
With Iress ID If you are an Iress user currently on Iress ID you can simply login and register to the new Community platform using your Iress ID. Log in to your Iress Software Go to Xplan and Select Help via Iress Community (it's towards the bottom of your drop down when you click on your name at the top of the page). This…
Looking for something specific? The Community has a built-in search that helps you quickly find posts, discussions, articles and resources that answer your question. Here’s how to use it: 1. Use the Search Bar At the top of every page, you’ll see the search bar. Click into the search box. Type in keywords related to what…
TAL Known Issues There are 4 main issues with TAL currently resulting in missing policies, incorrect policy owners , incorrect status and missing policy cover for the policies. 1. Missing policy issue TAL is currently unable to provide missing policies and is actively working on a resolution. There is no eta available.…
Advisers and paraplanners, are you providing the best possible experience during the client review? And how could you be using Xplan to be making the process even more efficiency? Join me here on Thursday 13th November from 3pm to 4pm to find out! Whether it’s about maintaining client data integrity, automating workflows…
For support questions or issues you can find our key phone numbers here. Alternatively you can submit a support issue or request by using the link to our Iress Connect Service Desk Portal. Contact Iress Connect If you don’t have access please speak to your site administrator, head office or dealer group to respond to your…
Update your profile, photo & preferences You can update your profile and preferences by navigating to your profile and selecting Account & Privacy Settings. Select Edit Profile Fields and here you can edit your first and last name, bio and location. Last name and location is private and will not be shared with other…
You can unsubscribe from notifications by navigating to your profile and selecting Account & Privacy Settings. Select Notification Preferences and here you can manage your notification preferences including email or pop-up notifications. Untick any notifications you would like to unsubscribe from. Staff member has left…
If you are experiencing an issue with the Community, we are sorry to hear that and we are happy to help get this up and running for you as soon as possible. Clearing Cache A common issue when you use a browser, like Chrome, Internet Explorer or Edge, is where pages do not load properly. This can manifest itself with…
The bookmark feature allows you to easily save relevant content within your profile. Simply select the bookmark icon in the top right corner of a Post or Article. 2. Select your account icon to view available bookmarks, these are stored under the heading Discussions. 3. All of your bookmarked content is now viewable in a…
On the Community platform, content is structured via Categories. To subscribe to content that is relevant and interesting to you, simply click the Follow button (look for the bell icon) on any page you’d like to subscribe to. From there, you can adjust your notification preferences—whether you want real-time pop-ups,…
It looks like you're new here. Sign in or register to get started.