We’re running a short survey to understand how advisers use and experience technology in their day-to-day work. Your insights will help shape how we support you via the Advisely community, and through Iress software. It takes about 25 minutes, your responses are confidential, and you’ll go in the draw to win a $1,000 Visa…
If there’s a key word for 2025, it has to be “automation”. It’s everywhere. Nearly every week, a new tool promises to streamline everything from file notes to SOA templates. When things are running smoothly, automation can really speed up and tidy our processes. But I can't help wondering: are we automating too much, and…
Given the unprecedented pace of M&A activity in advice, it's worth balancing expectations with reality – especially where tech integrations are concerned. So, what does a tech change actually look like when an advice business is acquired? Find out in this video:
Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The data is updated immediately in Xplan and allows advisers to capture data more efficiently. However, even though all changes are…
The hype around artificial intelligence is louder than a footy crowd at State of Origin. Advisers see demos of Copilot writing recommendations in seconds and start thinking “problem solved.” Yet, just like a GPS can’t fix a car with no fuel, AI can’t fix a database that’s full of duplicates, half-filled fields and cryptic…
I am having difficulty saving emails, both sent and received, to my clients files in Xplan. Something has changed my functionality in the last 6 weeks or more.
Smarter modelling, more flexibility, and way less workarounds - You could be using it as early as 13 May 2025 We've transformed the way you model super and pensions in Xtools+, and it's all based on the feedback you shared with us. ? What’s New? We started with a simple goal: allow you to model a second super fund without…
The challenge for advisers is to provide high-quality advice while navigating complicated laws and demanding client expectations. To achieve this, they need optimum performance – which requires a strong support system that improves productivity, compliance, and customer service. This article examines the key components…
If you're considering going down the self-licensed route, tech might not be the first thing you think about. Ignore it at your peril, though, because these common tech mistakes can have serious costs for your business – financial, reputational, strategic and more. Find out more in the video below. Click here for your copy…
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