Your go-to for insights, tips and updates on Iress software
Our latest Xplan product roadmap provides an overview of the priorities shaping what’s next across the platform, with a focus on modernisation, workflow efficiency, platform quality and continuous improvement informed by adviser feedback. It’s designed to give advisers and practices a clearer view of what we’re working on,…
We've gathered some of our favourite CommPay hidden gems and pro-tips to help you work smarter, improve efficiency, and get even more value from CommPay. You may already know a few—but chances are you'll find at least one feature that changes the way you work. Sometimes it's the little things—a shortcut, a setting, or a…
As we invest in the evolution of Xplan, we’re changing not just what we build, but how we build it. Our customers have told us they want a stronger voice in the direction of Xplan and, importantly, to see a clearer connection between the feedback they share and the decisions we make. We recognise that we haven’t always…
Part one of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 1: Datafeeds - getting started If you work with client portfolios, insurance policies or other information held on an external platform, you already know how quickly manual updates can become a chore. Datafeeds are…
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…
Did you know you can now use Xmerge to break down WealthSolver tables by specific plan types like Super versus Pension, or dynamically group them when you run out of column space? Why? Advisers and paraplanners told us that aggregated fee tables don't always give the clear, side-by-side detail clients need when comparing…
By now, the Task Hub is likely front and centre of your daily activity in Xplan. Did you drift across from the Classic View without much thought or planning, or did you pause for a moment and consider how to get the most out of the intuitive, visual task management screens? From talking to some of our clients, it seems to…
List of latest improvements delivered Note that the Xplan version reflects the point at which some of the features become available in a version but they may not have been enabled for your site. Changes only appear in the release notes when made available to all sites. Full details for each of these items are in the…
Over the last few months, we have listened to the feedback you’ve provided to our relationship management team and incorporated some of the ideas you have raised. These ideas are all delivered under the “Continuous Improvement” theme you may have seen on our roadmap. In this, a regular article we will share with you here,…
Did you know we have introduced a dedicated Fees for disclosure only section in WealthSolver to support complex fee structures, such as Admin Fees paid by Reserve or Admin Fees paid by Employer? Certain superannuation and pension products use operational fee structures, such as administration costs paid from fund reserves…
Hi everyone 👋 I’m Margie Hynes, a CommPay expert. Revenue tracking doesn’t have to be manual and laborious. Time gets lost, payments get missed and data is siloed in spreadsheets. CommPay has many underutilised features you may not even be aware of. Recently, I shared how Secure File Transfer Protocol (SFTP) can help you…
A more intuitive, connected digital experience for your clients In 2026, we are evolving Xplan with a renewed focus on unlocking more of its capability through better experiences, smarter tools and deeper client focus. You told us that while Xplan is trusted and powerful, the opportunity is to make it easier to access,…
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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