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Your Xplan site is the engine of a five-star client experience, but is chaos bubbling behind the scenes? This guide is your essential recipe for operational excellence. For Xplan administrators and practice managers, you are the executive chef of your firm’s technology. The client sees the beautifully prepared dish, but…
Thank you to everyone who joined our recent Xplan roadmap webinar. We know there is always more to discuss than we can cover in a single session, so we'd like to keep the conversation going. This is an opportunity to ask questions, gain further insights, share your feedback and help shape what is next for Xplan. Whether…
Hi everyone 👋 I’m Courtney Youngblutt, Xplan expert at Iress. If you’ve ever worked in an Xplan site where someone could not find the right client, had access to something they should not have, or spent too much time working around inconsistent setup, you will know how important good site foundations really are. We…
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 apply colour coding to your Xplan Document Note tags to turn them into visual cues instead of plain text? Why? Practices use tags to categorise client correspondence, compliance documents and advice files. When tags are just text, they blend into the background screen. Colour coding makes your core…
Did you know Xplan now includes a native AML/CTF Risk Rating workspace to help you manage the latest AUSTRAC outcome-based reforms and NZ mandates? Why? Compliance reporting often means digging through old file notes or jumping between different screens. This update centralises that data directly within the client record.…
Did you know the "Minimum Balance on Reboot" setting has been moved out of the "Other Transactions" menu and into the Pension pop-up and EOP Transactions Input screen where it belongs? Why? Finding this setting used to feel like a game of hide-and-seek. It was buried deep in the menu tree, which added unnecessary friction…
Did you know you can apply or remove tags across multiple Document Notes simultaneously from the Document Library or within a client record? When you introduce a new tagging system or update your compliance categories, going backward to update years of historical client notes one by one is a huge task. Bulk modification in…
Did you know you can attach tags directly to your Document Note templates so that client notes are automatically categorised the moment a template is used? Relying on the team to remember to manually add the right tags every time they create a file note or log an email is a recipe for missed data. Automating the process…
Ever wish your marketing system could think for itself? Xplan’s automation features are getting closer to that reality, and one of the most practical examples is how it handles client unsubscribes. Here’s how you can streamline compliance and client preferences with just a few smart configurations: Why it matters Under…
Client file notes are an essential tool for maintaining comprehensive records, meeting compliance requirements, and providing continuity in client service. But most advisers would agree, without an effective system, keeping your client notes organised can be a real challenge. The good news is managing file notes doesn’t…
Why join? Compete with peers across the industry and Iress teams globally Back your predictions and showcase your football knowledge Join a fully online competition that’s easy to access from anywhere Win prizes and earn bragging rights along the way How it works Visit the landing page:…
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…
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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