Australia

Xplan HQ is our new centralised workspace that brings your tasks, events, client reviews and milestones into one action-oriented view, so nothing important slips through. It gives you a clearer starting point for the day, helping you see what needs attention and move into action with less navigation. What you need, when…

Iress is aware of two critical vulnerabilities in PHP, one of the key technologies used to enable information delivery on a vast majority of websites globally, which could allow attackers to gain remote access to website servers. As soon as we became aware of the potential issue, our Information Security team commenced a…

Hi everyone 👋 Here’s your opportunity to ask questions, learn more about what’s planned, share your feedback and join the conversation about the future of Xplan. We’d love to hear from you. From 26 October - 9 November, @yulia.tjhin and @matt.bain from our Wealth APAC leadership team will be here in the Xplan Hub to…

Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page for most of your every day activities. Everything you need (most of the time), right at your fingertips in one location. Why…

Overview As part of our Xplan Evolution program we’re making your user experience more intuitive, connected and efficient. The first step focuses on two areas advice professionals use every day: navigation and notifications. A refreshed navigation interface makes it easier to move around Xplan, while a redesigned…

A more intuitive, connected digital experience for your clients In 2026, we are evolving Xplan with a renewed focus on unlocking more of its capability through better experiences, smarter tools and deeper client focus. You told us that while Xplan is trusted and powerful, the opportunity is to make it easier to access,…

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…

Welcome to the launch of our Fortnightly Product Pulse. Every fortnight, we’ll bring together high-level updates on our Xplan product initiatives, giving you a focused roundup of what’s underway, what’s taking shape and what’s next. Our aim is to keep you in the loop and show how each change could support your people and…

Part three of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 3: Monitoring - keeping your datafeeds healthy The best time to find a datafeed issue is before it affects a client review, a portfolio report or an advice document. And definitely before a client notices it in their…

Xplan has always been a powerful platform. Xplan Evolution builds on that foundation, making more of its capability easier to access so advisers and practices can get even more from the experience they already know. Our getting ready tips are designed to help you prepare now, so your practice is well positioned to adopt…

Part four of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Corporate Actions can change the way a portfolio should look in Xplan. These events include, but are not limited to, dividends, distributions, buy-backs/takeovers, rights issues, bonus issues, share splits and consolidations. A…

Our latest Xplan product roadmap provides an overview of the priorities shaping what’s next across the platform, with a focus on modernisation, workflow efficiency, platform quality and continuous improvement informed by adviser feedback. It’s designed to give advisers and practices a clearer view of what we’re working on,…

Overview Managing client fee arrangements requires more than manual spreadsheets and calendar reminders; it demands an automated, compliant foundation backed by robust system logic. Our native Fixed Term Agreements (FTAs) workspace within Xplan supports Australian practices in seamlessly managing non-ongoing fee structures…