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🚀 Preparing your practice for Xplan Evolution
Xplan has always been a powerful platform. Xplan Evolution builds on that foundation, making more of its capability easier to access so advisers and practices can get even more from the experience they already know. Our getting ready tips are designed to help you prepare now, so your practice is well positioned to adopt…
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26th October text-based AMA: Ask us anything about the latest updates to the Product Roadmap
Hi everyone 👋 Here’s your opportunity to ask questions, learn more about what’s planned, share your feedback and join the conversation about the future of Xplan. We’d love to hear from you. From 26 October - 9 November, @yulia.tjhin and @matt.bain from our Wealth APAC leadership team will be here in the Xplan Hub to…
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The complete guide - from setup to steady state
Part six of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 6: The complete guide - from setup to steady state A healthy datafeed is not created by one setting. It is the result of a connected process: the provider knows who should receive the data, Xplan knows where to put it,…
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Important announcement: Brotli vulnerability
Iress is aware of a recent publicly reported security issue with Brotli, a tool used to compress file sizes. A flaw in this tool could allow an attacker using a specially crafted file to cause system glitches, expose sensitive information, or potentially gain unauthorised access. Because of this, any publicly facing…
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Coming soon | Xplan Meeting Assist AI - easier meeting follow-up
As part of the Iress Evolution programme, we're making it easier for advisers and practice teams to turn client meeting conversations into meeting records and follow-up actions in Xplan. Xplan Meeting Assist AI uses a meeting transcript to create an editable summary, identify commitments and tasks, and highlight potential…
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Unleashing the full potential of CommPay
This CommPay guide takes you beyond the basics, showing how to streamline everyday processes and get a clearer picture of your practice’s revenue. Inside, you will discover how to master: SFTP shortcuts: Automate supplier revenue file uploads and schedule management or adviser reports, freeing up time from repetitive…
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Your datafeed checklist — when things do not go to plan
Part five of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 5: Monitoring - keeping your datafeeds healthy Datafeeds are designed to automate everyday work, but when something looks wrong it helps to follow the same troubleshooting checks every time. Before changing settings or…
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Rolling out | Xplan HQ - a centralised workspace
Xplan HQ is our new centralised workspace that brings your tasks, events, client reviews and milestones into one action-oriented view, so nothing important slips through. It gives you a clearer starting point for the day, helping you see what needs attention and move into action with less navigation. What you need, when…
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Monitoring - keeping your datafeeds healthy
Part three of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 3: Monitoring - keeping your datafeeds healthy The best time to find a datafeed issue is before it affects a client review, a portfolio report or an advice document. And definitely before a client notices it in their…
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Corporate actions — keeping portfolio history aligned
Part four of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Corporate Actions can change the way a portfolio should look in Xplan. These events include, but are not limited to, dividends, distributions, buy-backs/takeovers, rights issues, bonus issues, share splits and consolidations. A…
