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We’re changing the way the Iress Community looks, and it’s driven by your feedback.
You told us and we listened. We understand the navigation and search functions on the Iress Community haven’t been great at helping you to find content quickly and easily, and it has resulted in poor user experience. So, what are we going to do about it? We’ve been busy working on changes based on the feedback you’ve…
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Episode two of the Upfront podcast is out now!
If you listened to episode one, you’ll know that Upfront is the bold new financial services podcast that’s breaking down the barriers getting in the way of people having a better relationship with their finances and financial services. In episode two, we ask ‘How can we make financial services more accessible?’ Our host,…
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Listen up punks! The first episode of our new 10-part podcast series is out now.
Upfront is the bold new financial services podcast that’s taking on the industry’s challenges and helping build financial services businesses people truly love (yep, we said love) Every episode starts with an Upfront question. In this opening episode we ask: ‘Do financial services have to be so predictable?’ Host comedian…
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Seeking your feedback about Xplan!
At Iress we are always looking for ways to improve our software to better meet the needs of your business. To help with this, we are running a short 3-minute survey to understand your experiences using Xplan. In addition, if you are in Australia we are wanting to learn more about how you execute a statement of advice on…
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Holiday Open Hours 2021
Phew, that’s 2021 nearly done. All that’s left to say is Happy Holidays! We’ll be taking a little break but a few of us will be here to keep the magic alive. See below for our opening hours over the festive season and ways to get in touch. Don't worry though, we are still here in full form up to 23rd December! We are just…
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Webinar Recording - Iress Cloud Platform
Overview This webinar is a great opportunity to learn more about our approach to implementing the Iress Cloud Platform (ICP). The ICP is an evolution in the way Iress hosts and operates software for clients, using Amazon Web Services (AWS). AWS is the leading provider of global public cloud infrastructure. Iress has taken…
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Holiday Open Hours
Happy holidays, wherever you made 2020 work. From spare rooms to kitchen tables all over the world, together we made this year work. It’s time for a little break. We’ll be closing our offices from 5pm Wednesday 23 December to 830am Monday 4 January 2021. If you need us, details of our opening hours and how to get in touch…
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Webinar: Xplan Complete - Deliver a better digital client experience with Client Portal
This webinar is the first of a five-part Client Portal discovery series where we'll share ideas and the best practice approach for your Client Portal strategy. If you are an Xplan client or user, or are interested in learning more about the Client Portal, this webinar series is for you. Available through Xplan, Client…
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Share your feedback on Iress' Environmental, Social & Governance practices
As a key stakeholder of Iress, you are invited to participate in our Environmental, Social & Governance (ESG) survey. ESG is fast becoming a critical issue for all businesses, not just for Iress. In these times of uncertainty due to the massive global impacts of COVID-19, climate change, and other impacts, it is now more…
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Acting on your feedback from the client survey
Acting on feedback is the most important part of any survey, which includes communicating the progress made. Our latest client survey was in August and we wanted to share the progress we’ve seen in this and other recent surveys, as well as the areas we need to keep focused on. We measure our progress by the percentage of…
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Putting technology to work
As the new Chief Product Officer at Iress, @joydip.das shares a few thoughts on why he's incredibly thrilled to be here, and why it already feels like home. The trials and joys of inventing Over the last couple of decades, I have been fortunate to have worked at the forefront of several disruptive technologies and…
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Five information security rules for the new world
The worldwide switch to remote working happened so quickly that you’d be forgiven if there were a few things you overlooked, sidelined or turned a blind eye to. But now as businesses think about how to support remote working longer term, perhaps permanently, important things must be addressed. Things like information…
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Welcome to the future
It’s approaching that time of year when we step back and think about what’s happened and what’s ahead. Only this time, we’re doing it from a very different perspective. When I look back at the predictions Iress made for 2020, I talked about what would be game-changers in financial services over the next decade. Turns out,…
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New addition to Xplan integrations - FE Analytics
We are delighted to announce our latest integration with FE Analytics - a powerful, award winning tool that combines genuinely comprehensive fund data with market-leading analysis. For Xplan clients, this latest integration means direct access to research and analysis, portfolio construction, due diligence and ongoing…
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Iress Open One Year On
In 2019, Iress launched an initiative called Iress Open. This functionality makes it easier to connect Xplan with third-party applications, offering our clients greater choice and flexibility. One year on, it feels like the right time to reflect on the achievements, the learnings and what’s to come. First, a quick recap of…