As part of Xplan Evolution, Iress is introducing new AI-powered capabilities including Xplan Porter AI and Xplan Meeting Assist AI, from November 2026.
To support the introduction of these capabilities, we are updating our AI Terms and Privacy Policy to provide greater transparency around how these features work and how information is handled. These FAQs provide answers to some common questions about the upcoming AI capabilities, terms and privacy updates, and what customers need to know ahead of their availability.
Further FAQs and guidance on the features, functionality and rollout of Xplan Porter AI and Xplan Meeting Assist AI will be shared closer to launch.
Q: What do we need to do to start using the new AI features?
A: No technical setup is required to start using the AI features once they become available! AI features will be launched from November 2026 onwards.
Q: Do we need a new contract or amendment?
A: Beyond the AI terms notified to you and available on the Iress website, no other new or additional contract, document or amendment is required. By using the AI features (after they are available), you will be accepting and agreeing to the AI terms.
Q: How will the new AI features be priced?
A: Additional fees for AI features may apply depending on the “tier” you subscribe to. Pricing information will be made available via Xplan in due course.
Q: Will Iress provide support services in connection with the new AI features?
A: Yes, in accordance with the standard Support Framework that applies to your Xplan services. However, these support services do not extend to prompt design or the probabilistic nature of the way AI operates.
Q: How is my client data kept private and secure?
A: Protecting your client data is Iress’ top priority. Iress ensures security in several ways:
- Trusted provider: Iress will use Amazon Web Services (AWS), Iress’ trusted cloud provider, to host the new AI features;
- Data privacy: your data is not used to train the core third party AI model underpinning the AI features in Xplan. None of your data is sent to the model provider; and
- Data segregation: we ensure your data remains segregated in line with Iress' security standards, consistent with data segregation practices that already apply to other existing Xplan features and modules.
Q: Where will our data be hosted and processed in connection with these new AI features?
A: For these AI features, all data hosting and AI model processing (inference) occur strictly within Australia. This operates under the same security controls and privacy standards that govern your existing Xplan environment.
Q: How does Iress protect personal information?
A: Iress is committed to handling all personal information responsibly and in compliance with applicable privacy laws and our Privacy Policy. Personal information processed through Xplan AI is protected by enterprise-grade security controls.
Q: We want more information about the new AI features and how they will work, where can we find that?
A: Iress will provide further details closer to the launch. For the latest information on our AI capabilities and Xplan Evolution features, visit the Iress Community Roadmap Hub and watch our latest product roadmap. You can also contact your relationship manager.
These FAQs are provided for general information only, and should not be relied on in and of themselves. They do not form part of, or amend, any agreement between you and Iress. Iress may update or withdraw these FAQs at any time. For information about your specific arrangements, please contact your Iress representative. Nothing in this disclaimer excludes or limits any rights or remedies that cannot lawfully be excluded or limited.
