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…
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…
By now, the Task Hub is likely front and centre of your daily activity in Xplan. Did you drift across from the Classic View without much thought or planning, or did you pause for a moment and consider how to get the most out of the intuitive, visual task management screens? From talking to some of our clients, it seems to…
Did you know you can configure Xplan to automatically handle client unsubscribe requests by using boolean fields to automatically update their subscription status without any manual data entry? Staying compliant with Australian anti-spam regulations is a non-negotiable part of running a practice. Usually, this involves a…
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…
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…
👤 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…
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…
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…
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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