Your go-to for insights, tips and updates on Iress software
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…
The advice industry is entering a period of significant change. Consumer expectations are shifting. Fewer advisers are in the profession than before. Technology is advancing faster than ever. Data is becoming more powerful. And the demand for trusted financial advice continues to grow. One thing remains unchanged: the…
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…
Welcome to this edition of our Fortnightly Product Pulse. We’re continuing to evolve Xplan with our clients, making advice practices simpler, more connected and more confident in the work you do. Several of our Xplan Evolution initiatives are moving from exploration into delivery, while others are preparing for phased…
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…
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…
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page for most of your every day activities. Everything you need (most of the time), right at your fingertips in one location. Why…
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…
Could someone please help me with creating a report that looks like the above ?
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…
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 raising a support request, work through the basics: permissions, mapping, activation, credentials, timing, locks, imports and reconciliation. Start with…
Wondering how to enter details for other SMSF members in Xtools+? We’ve made it easier and more intuitive. Financial planners and paraplanners told us that navigating around to find inputs for additional SMSF members was clunky. This change optimises the navigation so you can manage all of the inputs for Other SMSF members…
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…
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…
Did you know we are working hard behind the scenes assess the impact of the Capital Gains Tax and Negative Gearing changes across all our Xplan modules? While we work through what changes will be needed, we have put together an Interim Xtools+ Capital Gains Tax & Negative Gearing modelling guide to assist with practical…
It looks like you're new here. Sign in or register to get started.
