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The Iress built for better roadmap
Aaron Knowles, group executive for product, talks about how we're making the software you rely on even better and what we're developing to support the digital future of financial services. A lot of life might be on hold right now but in the tech world, things are moving faster than ever. The coronavirus has made us all far…
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Latest update communication to our clients
Below is a selection of articles that we shared in a recent client communication. Each article will take you to iress.com Coronavirus: Remote working for financial services The prospect of self isolation is putting a greater dependency on the strength of your digital proposition. What is in your COVID-19 digital toolkit? 5…
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How much security is enough?
Cyber security has become a significant and increasing cost of doing business but by striving for a ‘best fit’ solution, it can be a business enabler. We asked our information security team for their insight into this crucial area. How much security is enough? Seems a simple enough question, but it manages to trip so many…
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October 2019 Community Enhancements
We're really excited to bring you some new and updated features for October! Adding images to the Community Previously, the only way to add images such as screenshots to the Community was to add a Photo via the Photos icon. We're pleased to announce that the Community now allows both the copying and pasting of images from…
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National Cyber Security Week
This week is National Cyber Security Week; an initiative of the Australian Government in partnership with industry to raise awareness among all Australians and businesses about the cyber security risks faced and some simple steps we can all take to become more resilient. Iress provides market-leading financial software for…
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Better doesn’t stop here
At Iress, we are always striving for better. For a long time, this has meant focusing on delivering all the functionality our clients need to deliver their best. While this approach has helped Xplan become the software of choice for advice businesses across the spectrum, it has meant the depth of navigation has also grown…
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August 2019 Community Enhancements
We're really pleased to bring you some new and updated features for August. Here's a snippet of whats changed: Content Mentions Did you know that you can mention other users in the Community by typing @ and searching for their username? With this upgrade, we have now extended that functionality to content. What this means…
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A clearer, simpler Iress
You’ll notice we have a new logo and some new colours. But it’s more than that. Our CEO Andrew Walsh explains. In 2001, when we had less than 100 people, we changed our name to Iress and created the first Iress logo. Like many early stage companies, how we ‘looked’ was important but was always overshadowed by much bigger…
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Product and Technology Update - June 2019
In June 2019, we hosted global webinars for our clients to provide updates on some key initiatives with the XPLAN software and highlight some of the new features available. The webinars are available for you to view below and each webinar is approximately an hour and covered the following topics:. * introduction to the…
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We've fixed it! - Email Notifications for Outlook Users
We've received feedback from some of you either directly or through your IRESS representative, that some of the emails coming from the Community were not showing correctly when viewed in Outlook. We've found the pesky little bug causing it and have fixed it so your emails should now be showing in the way they were…
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Bringing our best to your business
It seems just five minutes since we saw out 2018, yet Easter's been and gone. However, looking back we achieved a lot and set the scene for how we’ll support our clients and our users as the rest of this year plays out. We’ll continue to look for the right answers to help your business and improve the quality you rightly…
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Improving the IRESS User Community
Dear IRESS Community member, As a member of our current user community, I want to let you know about some important changes coming on Thursday 28 March. From Thursday 21 March, the community will be in read-only mode until the upgraded community is available on Thursday 28 March. You will still be able to log in during…
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IRESS expands open integration approach for XPLAN
IRESS has announced that clients will be able to easily allow third party software providers to directly access and integrate with XPLAN. The announcement is part of IRESS Open, which will see IRESS expand the number of integrations available to clients by making access to IRESS’ existing APIs simpler and easier. Under…
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Class data feed integration with XPLAN
Class today announced a significant new data feed integration with XPLAN, the leading financial planning software for financial advisers. The Class to XPLAN data feed enables financial advisers, accountants and their clients to share a single, consistent and up to date view of wealth across SMSF and non-super entities,…
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IRESS supports Whitelion with fully customised CRM
As part of IRESS’ ongoing commitment to IRESS Foundation partner Whitelion, IRESS’ Melbourne-based team have created a customised version of its CRM for Whitelion. The new CRM is helping Whitelion better interact with its community of supporters including communications and tracking donations. Whitelion works with young…