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 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…
Did you know we’ve updated the system defaults for super contribution indexation in Xtools+ to better reflect how most of you actually model strategies? Why? Previously, the system defaulted to "Salary Inflation" for Concessional and Non-Concessional contributions. We heard that most of you were manually changing this to…
https://us.v-cdn.net/6038637/uploads/FPZLXWA762DI/iress-wealthsolver-blog-wk5-850x480.jpg So far, we’ve journeyed through the evolution of WealthSolver, from its SuperSolver roots to its powerful backend configurations, research abilities, and deep dive scenario modelling. But as the Australian advice landscape shifts, so…
https://us.v-cdn.net/6038637/uploads/7DCJFTIWRHXA/iress-wealthsolver-blog-wk4-850x480.jpg Whether you’re an old hand at WealthSolver or a newbie just getting your head around this indispensable advice tool, there's always more to discover. WealthSolver, like many Xplan tools, is full of hidden valleys, harbouring lesser…
We are aware that the Financial Services Council (FSC) and the Financial Advice Association Australia (FAAA) recently released updated Customer Identification Forms (published 7 May 2026) to align with recent AUSTRAC regulatory updates. We have received a number of inquiries from users asking when these new forms will be…
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…
It looks like you're new here. Sign in or register to get started.