Your go-to for insights, tips and updates on Iress software
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…
As a valued Xplan customer you're invited to complete our 2 minute survey about campaign and prospect tools. Your feedback will help us better understand the tools you use and the value of possible future connections with Xplan. Customer feedback helps shape our decisions - we encourage you to have a say! Complete survey…
👤 Client Focus Removal of BSB Lookup - we’ve retired the BSB Lookup functionality on the Bank Details page in Client Focus. The BSB Lookup control that previously searched and populated Bank State Branch (BSB) details on the Bank Details page has been removed. Enhanced TFN Privacy in Audit Trails To ensure ongoing…
👤 Client Focus Toggle personal "From" email signature on or off You can now control whether the personal signature for the From / Override From user is added to your email. Entity name included in Case Details: We’ve made it easier for you to identify which client a Case relates to when opening Cases from dashboard widgets…
👤 Client Focus Informed Consent for Insurance Commissions (DBFO) You can now capture consent details against the following insurance elements: Insurance Group Insurance Group by Cover General Insurance For each of these areas, the following fields are now available: Commission Consent Status Commission Consent Date Client…
I recently jumped onto Advisely to answer all your questions about optimising your advice document processes in Xplan. Here are four of your best questions that came out of this AMA: Q: Is there any best practice examples on how to show insurance policies (existing and recommended) in an advice document that is easy to…
Did you know that with a bit of TLC, your datafeeds can become your competitive advantage rather than your nemesis? And it all begins with appointing a dedicated Datafeed Administrator. Most of us want datafeeds to be "set and forget" but they need regular attention to stay accurate. When each adviser tries to manage their…
Did you know you can "unbundle" SMA holdings within your WealthSolver scenarios to show the underlying investments instead of just a single line item? Why? Separately Managed Accounts (SMAs) are great for efficiency, but sometimes a client wants to see exactly what they own, or you need to demonstrate the granular asset…
Did you know you can see your IPS investment recommendations (Buy, Sell, Hold) directly within WealthSolver when you’re building a portfolio? Why? If your practice uses the Investment Policy Statement (IPS) to manage an approved product list or model portfolios, navigating back and forth between Research and WealthSolver…
Did you know you can instantly validate insurance premiums and generate insurer quotes directly from Risk Researcher without manually re-keying data into external provider portals? Why? A common pain point for paraplanners is the time spent generating quotes across multiple systems. Discrepancies usually happen when you…
Did you know the Datafeed Reconciliation Summary screen now allows you to select multiple rows and mark them as "do not report" all at once? If you manage datafeeds, you’ll know the tedium of clicking through individual positions and confirming each one is safe to set as "do not report. Previously, Xplan only let you mark…
Did you know you can configure the star ratings in WealthSolver to reflect the specific product features your practice values most? Why? By default, the research data in WealthSolver is strictly factual and impartial. It doesn't offer a subjective opinion on the quality of a platform or fund. However, many site admins…
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…
Following on from our improved Advanced Search function that allows you to search for a specific SMA holding, did you know you can now simply search for clients who do or do not have an SMA? We have enhanced the Client Advanced Search to introduce a new portfolio search type called Search for SMA Clients with options of…
Did you know you can now use Advanced Search to find clients holding a specific SMA instrument? You asked, and we delivered! You can now perform a client search using Advanced Search’s Non Zero Holdings by Exchange/Code for SMA instrument. Advisers and paraplanners told us they wanted to easily be able to identify every…
Did you know the Iress Community has a dedicated "Platform Summary List from A to Z" that provides a deep dive into the health and specifics of every available datafeed? Why? While you can see the data in a client’s portfolio, or across the clients that you have access to, you don't always know what is happening behind the…
Did you know you can have Xplan automatically send personalised birthday messages to your clients without lifting a finger? Why? Sending a personalised birthday message can deepen your connection or even reconnect with a client you haven't spoken to in a while. Plus, by tailoring the message to their specific life stage…
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 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.…
Did you know that Xplan has specific fields designed to help Australian financial advisers meet their ethical and regulatory obligations in identifying and supporting vulnerable clients? Why? ASIC and the ACCC have placed an increasing focus on the fair treatment of consumers experiencing vulnerability. Whether a client is…
Have you seen the new Review Group filter options in Xplan? Get rid of the clutter and allow yourself to focus on what matters. 🚀 Filter by Status, Responsibility or Date Due (from/to). 🚀 Easily exclude Completed and Cancelled reviews. 🚀 You can even multi-select statuses so you can select more than one! Improved usability…
Did you know the Contribution Summary element in Client Focus now automatically calculates your client's Personal Concessional and Non Concessional Cap data? And you can import data to the following Xtools: Xtools+, Optimiser, Retirement Funding, TTRAP, Lifestyle Goals. Read about it here:
It looks like you're new here. Sign in or register to get started.