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 you can now capture insurance commission consent details directly against insurance policies in Xplan’s Client Focus? Under the Delivering Better Financial Outcomes (DBFO) Act 2024, advisers have to obtain their client’s informed consent before any insurance commission can be paid. This consent must be…
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…
We were over the moon to be named Best Technology Provider at the Professional Adviser Awards, held in London on 18 March. This recognition means a lot because it reflects the significant progress we’ve made in our commitment to delivering outstanding technology, service and support - and the incredible team behind it.…
Did you know that there is an element that summarises Super Contributions. It gives you a clear and consolidated view of your client's superannuation contributions, making tracking and compliance easier than ever. Key Features at a Glance Tracking : The element calculates the total sum of concessional (CCs) and…
Did you know Xplan recently updated how email and SMS signatures work when using the 'Override From Address' option? Why the Change? No more worrying about an email going out with the wrong signature The system now guarantees the signature always matches the sender based on the chosen 'From address' It ensures consistency…
Advisers and paraplanners, are you providing the best possible experience during the client review? And how could you be using Xplan to be making the process even more efficiency? Join me here on Thursday 13th November from 3pm to 4pm to find out! Whether it’s about maintaining client data integrity, automating workflows…
For support questions or issues you can find our key phone numbers here. Alternatively you can submit a support issue or request by using the link to our Iress Connect Service Desk Portal. Contact Iress Connect If you don’t have access please speak to your site administrator, head office or dealer group to respond to your…
Update your profile, photo & preferences You can update your profile and preferences by navigating to your profile and selecting Account & Privacy Settings. Select Edit Profile Fields and here you can edit your first and last name, bio and location. Last name and location is private and will not be shared with other…
You can unsubscribe from notifications by navigating to your profile and selecting Account & Privacy Settings. Select Notification Preferences and here you can manage your notification preferences including email or pop-up notifications. Untick any notifications you would like to unsubscribe from. Staff member has left…
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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