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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…
We are aware that the Financial Services Council (FSC) and the Financial Advice Association Australia (FAAA) recently released updated Customer Identification Forms (published 7 May 2026) to align with recent AUSTRAC regulatory updates. We have received a number of inquiries from users asking when these new forms will be…
Did you know you can automate the process of contributing non-super assets into super before rolling them into a retirement income stream? Manually modelling the sale of an investment account, the contribution into super, and the subsequent rollover to a pension is a multi-step process that usually involves a lot of manual…
Did you know you can now roll multiple super funds into a single account on one screen without having to pass the money through a "transfer account" first? Why? The old way of moving money between funds was a bit of a treasure hunt and involved way too many steps. This update lets you consolidate Superfund 1, Superfund 2…
Did you know we just released some awesome updates to Super & Pension modelling in Xtools+? It’s no secret that our Product Manager, Lana Graham, is obsessed with ensuring paraplanners have access to the best modelling tools in our industry. And one of the ways she does this is by staying close to those using the tools and…
Who says research has to be a chore? In our previous posts, we looked at how WealthSolver evolved from its ‘SuperSolver’ roots into a powerhouse for compliance and automation. But if you’re only opening WealthSolver when you’re deep inside a client’s file, you’re missing out on half the fun. Welcome to the WealthSolver…
Did you know you can now export calculation details? Ever looked at a client’s performance in Portfolios and wondered where the figures came from? In case you missed this (relatively) new feature, you can now export all the data that makes up the calculation at the press of a button. To do this, go to Portfolios >…
Did you know you can visually compare multiple Xtools+ scenarios side-by-side using the Compare Charts function? When presenting financial strategies, viewing the potential outcomes of different options is key to help make informed decisions. The Xtools+ Compare Charts function is a powerful tool designed for exactly this.…
Did you know you can model "active" and "passive" retirement phases in Xplan’s Retirement Income solution by stepping down a client's target income at a specific future date? Why? Most clients spend more in the first decade of retirement (the "go-go" years) than they do in their 80s. Modeling a flat $50,000 p.a. for 30…
Hi everyone 👋 I’m Lana Graham, Xtools+ product manager. The way you use Xtools+ is continuously improving and, understandably, that can come with a stack of questions. This is especially true as we launched our Super & Pension Strategies Revisited update on 23 April 2026. This release is all about removing the ‘memory…
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…
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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