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…
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…
Did you know that you need to enter both sides of an SMSF's balance sheet in Xtools+? For the SMSF to be modelled correctly, TOTAL ACCOUNTS must equal NET ASSETS, meaning you need to enter the accounts of the SMSF (including existing SMSF Pensions) as well as its assets and liabilities. To help you balance the SMSF, we now…
Wondering how to enter details for other SMSF members? We’ve made it easier and more intuitive. Financial planners and paraplanners told us that navigating around to find inputs for additional SMSF members was clunky. This change optimises the navigation so you can manage all of the inputs for Other SMSF members from a…
What if you could stop piecing together your revenue position manually and instead see what is happening with your earnings in real time? Whether you are the adviser or the practice manager, keeping a pulse on revenue is one of the most important aspects of running your business. Unlock the full potential of your revenue…
Did you know you can use the note tagging feature in Xplan to build a functional archive system that removes historical clutter from a client's note page? Why? Over several years, a client's file accumulates hundreds of automated email logs, system notifications and old task records. This volume of data makes it difficult…
What if you could automate your most time-consuming CommPay admin tasks? Stop running reports and uploading files manually, and start investing that time back into other business needs. It's time to reclaim your firm's most valuable asset: time When it comes to maximising efficiency in CommPay, what we often hear from…
Did you know that we just launched a full Risk Researcher Merge Syntax library directly within Risk Researcher itself under Scenarios > Tools > Merge Syntax. We wanted to reduce the time you spent switching between tools or referencing external documentation to build templates. You can now find, copy, and run scenario…
When talking about API’s we often refer to Access and Authorisation. Access = connection, “can I get to the API layer?” Authorisation = permissions, “what can I do in the API layer?” At Iress we manage these via our API Key Portal. An Iress provisioned API Key (sometimes referred to as an App Key) will allow an integrator…
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