Just wondering whether there is a way to add or remove a Review Responsibility in bulk.

I’m aware that we can use the Modify All function on a saved search list; however, the only option available appears to be Change Review Responsibility, which reassigns the responsibility to another user.

What I’m hoping to do is either add a new Review Responsibility or remove an existing Review Responsibility for a group of clients. If this isn't possible via Modify All, is there another option, such as Import Data, that could be used instead?

At the moment, we need to update these individually, which can be quite time-consuming when working through a list of 50+ clients.

Any tips or workaround would be greatly appreciated.

Thank you!

Industry data tells us 79% of advisers are already using AI - but more than one-third cite inaccurate outputs and limited integration as barriers to getting more value from it*. So, what does AI adoption really look like across Australian wealth businesses, where is it delivering value, and what do advisers need next?

Iress, in partnership with Signal Advisory, is conducting new research to understand how Australian wealth professionals are using AI today, the challenges they’re trying to solve, and where they see the greatest opportunities for the future of advice.

The findings will help shape how AI can best support the needs of the advice community and inform how Iress thinks about the future of AI-enabled advice and the continued evolution of Xplan.

We want to hear from you

Whether you’re an Iress customer or not, your perspective will help build a clearer picture of where the industry is heading. The survey takes approximately 10 minutes to complete and closes on 31 August 2026.

Take the survey. Complete the survey for your chance to win a $500 voucher. 

Your feedback goes further

For every completed survey, Iress will also donate $10 to Cancer Society New Zealand or Cancer Council Australia, up to a total of $5,000, through Iress Impact, Iress’ community initiative supporting global causes that strengthen communities and help people build better futures. 

Thank you for helping us shape what comes next.

 * Investment Trends 2026 Adviser Technology Needs Report, Australia.