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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 along the way How it works Visit the landing page:…
Did you know you can apply or remove tags across multiple Document Notes simultaneously from the Document Library or within a client record? When you introduce a new tagging system or update your compliance categories, going backward to update years of historical client notes one by one is a huge task. Bulk modification in…
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…
Did you know you can attach tags directly to your Document Note templates so that client notes are automatically categorised the moment a template is used? Relying on the team to remember to manually add the right tags every time they create a file note or log an email is a recipe for missed data. Automating the process…
Ever wish your marketing system could think for itself? Xplan’s automation features are getting closer to that reality, and one of the most practical examples is how it handles client unsubscribes. Here’s how you can streamline compliance and client preferences with just a few smart configurations: Why it matters Under…
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 organised can be a real challenge. The good news is managing file notes doesn’t…
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…
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 inside a client’s file, you’re missing out on half the fun. Welcome to the WealthSolver…
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…
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